Krilogy Financial’s LegalZoom.com LZ Stock Holding History

Krilogy Financial’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
2025 Q4	–	Sell	-14,531	Closed	-$148K	–	956
2025 Q3	$148K	Buy	+14,531	New	+$145K	0.01%	833

Other funds holding LZ

FPM

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

TCMI

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Krilogy Financial's LZ Position: Q4 2025 in Review

Krilogy Financial sold out of LegalZoom.com (LZ) in Q4 2025, closing a stake of 14,531 shares — an estimated $148K sold.

Krilogy Financial first reported a position in LZ in Q3 2025 and held it in 1 quarter. The position peaked at $148K in Q3 2025. 235 funds tracked by Wall St. Rank hold LZ as of Q4 2025.

Krilogy Financial reported no remaining LegalZoom.com position as of Q4 2025 after selling out during the quarter.
Krilogy Financial sold 14,531 LegalZoom.com shares in Q4 2025, an estimated $148K.
Krilogy Financial first reported a position in LegalZoom.com in Q3 2025 and held it in 1 quarter.
Krilogy Financial's LegalZoom.com position peaked at $148K in Q3 2025.
235 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2025.

Based on Krilogy Financial's 13F filing for Q4 2025, filed 27 Jan 2026.