Jones Financial Companies
LZ icon

Jones Financial Companies’s LegalZoom.com LZ Stock Holding History

Jones Financial Companies’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 		$6.19K Sell
1,020
-2,750
-73% -$16.9K ﹤0.01% 4004
2026
Q1 		$20.7K Buy
3,770
+2,185
+138% +$16.6K ﹤0.01% 3279
2025
Q4 		$15.7K Buy
1,585
+95
+6% +$942 ﹤0.01% 3031
2025
Q3 		$16.2K Buy
1,490
+1,100
+282% +$11K ﹤0.01% 2895
2025
Q2 		$3.45K Hold
390
– – ﹤0.01% 3270
2025
Q1 		$3.44K Hold
390
– – ﹤0.01% 3085
2024
Q4 		$2.93K Hold
390
– – ﹤0.01% 2912
2024
Q3 		$2.52K Hold
390
– – ﹤0.01% 2620
2024
Q2 		$3.27K Buy
+390
New +$4.02K ﹤0.01% 2053

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
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
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jones Financial Companies's LZ Position: Q2 2026 in Review

Jones Financial Companies reduced its LegalZoom.com (LZ) stake by 73% in Q2 2026, selling an estimated $16.9K and leaving 1,020 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #4004.

Jones Financial Companies first reported a position in LZ in Q2 2024 and has held it in 9 quarters since. The position peaked at $20.7K in Q1 2026. 242 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Jones Financial Companies held 1,020 shares of LegalZoom.com worth $6.19K as of Q2 2026.
  • Jones Financial Companies sold 2,750 LegalZoom.com shares in Q2 2026, an estimated $16.9K.
  • LegalZoom.com made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #4004 holding.
  • Jones Financial Companies first reported a position in LegalZoom.com in Q2 2024 and has held it in 9 quarters since.
  • Jones Financial Companies's LegalZoom.com position peaked at $20.7K in Q1 2026.
  • 242 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.