FFA
LZ icon

Farther Finance Advisors’s LegalZoom.com LZ Stock Holding History

Farther Finance Advisors’s Portfolio LZ Stock Details LZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$14.1K Buy
2,508
+998
+66% +$6.53K ﹤0.01% 4414
2026
Q2 		$9.25K Buy
1,510
+380
+34% +$2.33K ﹤0.01% 4474
2026
Q1 		$6.44K Sell
1,130
-695
-38% -$5.27K ﹤0.01% 4365
2025
Q4 		$18.1K Buy
1,825
+1,364
+296% +$13.5K ﹤0.01% 3514
2025
Q3 		$4.79K Buy
461
+20
+5% +$199 ﹤0.01% 3783
2025
Q2 		$3.93K Buy
+441
New +$3.69K ﹤0.01% 3451
2024
Q4 		– Sell
-10
Closed -$64 – 4091
2024
Q3 		$64 Sell
10
-25
-71% -$164 ﹤0.01% 3842
2024
Q2 		$289 Sell
35
-10
-22% -$103 ﹤0.01% 3407
2024
Q1 		$603 Sell
45
-2
-4% -$23 ﹤0.01% 2961
2023
Q4 		$531 Buy
+47
New +$511 ﹤0.01% 2957

Other funds holding LZ

GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return

Farther Finance Advisors's LZ Position: Q3 2026 in Review

Farther Finance Advisors increased its LegalZoom.com (LZ) stake by 66% in Q3 2026, buying an estimated $6.53K and bringing the position to 2,508 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #4414.

Farther Finance Advisors first reported a position in LZ in Q4 2023 and has held it in 10 quarters since. The position peaked at $18.1K in Q4 2025. 5 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

  • Farther Finance Advisors held 2,508 shares of LegalZoom.com worth $14.1K as of Q3 2026.
  • Farther Finance Advisors bought 998 LegalZoom.com shares in Q3 2026, an estimated $6.53K.
  • LegalZoom.com made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #4414 holding.
  • Farther Finance Advisors first reported a position in LegalZoom.com in Q4 2023 and has held it in 10 quarters since.
  • Farther Finance Advisors's LegalZoom.com position peaked at $18.1K in Q4 2025.
  • 5 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.