IFP Advisors’s LegalZoom.com LZ Stock Holding History

IFP 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	$20.1K	Buy	3,588 +171	+5%	+$1.12K	﹤0.01%	2959
2026 Q2	$20.9K	Buy	3,417 +2,932	+605%	+$18K	﹤0.01%	2950
2026 Q1	$2.75K	Sell	485 -1,180	-71%	-$8.95K	﹤0.01%	3831
2025 Q4	$16.5K	Buy	1,665 +537	+48%	+$5.32K	﹤0.01%	2817
2025 Q3	$11.7K	Buy	1,128 +11	+1%	+$110	﹤0.01%	2830
2025 Q2	$10K	Buy	1,117 +976	+692%	+$8.18K	﹤0.01%	2923
2025 Q1	$1.21K	Sell	141 -7	-5%	-$63	﹤0.01%	3296
2024 Q4	$1.11K	Buy	+148	New	+$1.12K	﹤0.01%	3257

Other funds holding LZ

Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mainstream Capital Management Los Angeles, California $170M AUM 21% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Avory & Company Miami, Florida $78.9M AUM 6.78% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors's LZ Position: Q3 2026 in Review

IFP Advisors increased its LegalZoom.com (LZ) stake by 5% in Q3 2026, buying an estimated $1.12K and bringing the position to 3,588 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2959.

IFP Advisors first reported a position in LZ in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.9K in Q2 2026. 50 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

IFP Advisors held 3,588 shares of LegalZoom.com worth $20.1K as of Q3 2026.
IFP Advisors bought 171 LegalZoom.com shares in Q3 2026, an estimated $1.12K.
LegalZoom.com made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2959 holding.
IFP Advisors first reported a position in LegalZoom.com in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's LegalZoom.com position peaked at $20.9K in Q2 2026.
50 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.