JWA
LZ icon

JFS Wealth Advisors’s LegalZoom.com LZ Stock Holding History

JFS Wealth 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
Q2 		$209 Buy
+34
New +$208 ﹤0.01% 2140

Other funds holding LZ

HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
MCM
Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return
AC
Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

JFS Wealth Advisors's LZ Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in LegalZoom.com (LZ) in Q2 2026: 34 shares worth $209. The stake represents ﹤0.01% of the portfolio and ranks #2140 among its holdings.

41 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • JFS Wealth Advisors held 34 shares of LegalZoom.com worth $209 as of Q2 2026.
  • LegalZoom.com was a new JFS Wealth Advisors position in Q2 2026.
  • LegalZoom.com made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2140 holding.
  • 41 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.