Focus Partners Advisor Solutions’s LegalZoom.com LZ Stock Holding History

Focus Partners Advisor Solutions’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 Q1	–	Sell	-20,687	Closed	-$205K	–	1306
2025 Q4	$205K	Sell	20,687 -976	-5%	-$9.68K	﹤0.01%	1021
2025 Q3	$221K	Buy	21,663 +10,850	+100%	+$108K	﹤0.01%	1031
2025 Q2	$96.3K	Buy	+10,813	New	+$90.6K	﹤0.01%	1056

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCMI

Technology Crossover Management IX Menlo Park, California $690M AUM 42.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Focus Partners Advisor Solutions's LZ Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 20,687 shares — an estimated $205K sold.

Focus Partners Advisor Solutions first reported a position in LZ in Q2 2025 and held it in 3 quarters. The position peaked at $221K in Q3 2025. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

Focus Partners Advisor Solutions reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 20,687 LegalZoom.com shares in Q1 2026, an estimated $205K.
Focus Partners Advisor Solutions first reported a position in LegalZoom.com in Q2 2025 and held it in 3 quarters.
Focus Partners Advisor Solutions's LegalZoom.com position peaked at $221K in Q3 2025.
238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.