LPL Financial
LZ icon

LPL Financial’s LegalZoom.com LZ Stock Holding History

LPL 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
2026
Q2 		$161K Buy
+26,284
New +$161K ﹤0.01% 5823
2025
Q2 		– Sell
-120,663
Closed -$1.04M – 5639
2025
Q1 		$1.04M Buy
120,663
+4,435
+4% +$39.7K ﹤0.01% 3524
2024
Q4 		$873K Buy
116,228
+18
+0% +$136 ﹤0.01% 3610
2024
Q3 		$738K Buy
116,210
+82,765
+247% +$542K ﹤0.01% 3675
2024
Q2 		$281K Sell
33,445
-200
-0.6% -$2.06K ﹤0.01% 4330
2024
Q1 		$449K Buy
+33,645
New +$387K ﹤0.01% 3878

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

LPL Financial's LZ Position: Q2 2026 in Review

LPL Financial opened a new position in LegalZoom.com (LZ) in Q2 2026: 26,284 shares worth $161K. The stake represents ﹤0.01% of the portfolio and ranks #5823 among its holdings. This is a return to the name: LPL Financial previously reported a position in LZ as recently as Q1 2025.

LPL Financial first reported a position in LZ in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.04M in Q1 2025. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • LPL Financial held 26,284 shares of LegalZoom.com worth $161K as of Q2 2026.
  • LegalZoom.com was a new LPL Financial position in Q2 2026.
  • LegalZoom.com made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5823 holding.
  • LPL Financial first reported a position in LegalZoom.com in Q1 2024 and has held it in 6 quarters since.
  • LPL Financial's LegalZoom.com position peaked at $1.04M in Q1 2025.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.