MFG
LZ icon

Merit Financial Group’s LegalZoom.com LZ Stock Holding History

Merit Financial Group’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 		$133K Buy
21,711
+9,051
+71% +$55.5K ﹤0.01% 2189
2026
Q1 		$71.8K Sell
12,660
-7,660
-38% -$58.1K ﹤0.01% 2040
2025
Q4 		$202K Buy
20,320
+2,573
+14% +$25.5K ﹤0.01% 1820
2025
Q3 		$184K Sell
17,747
-1,572
-8% -$15.7K ﹤0.01% 1688
2025
Q2 		$172K Buy
19,319
+5,897
+44% +$49.4K ﹤0.01% 1585
2025
Q1 		$116K Buy
+13,422
New +$120K ﹤0.01% 1349

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

Merit Financial Group's LZ Position: Q2 2026 in Review

Merit Financial Group increased its LegalZoom.com (LZ) stake by 71% in Q2 2026, buying an estimated $55.5K and bringing the position to 21,711 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Merit Financial Group first reported a position in LZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $202K in Q4 2025. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Merit Financial Group held 21,711 shares of LegalZoom.com worth $133K as of Q2 2026.
  • Merit Financial Group bought 9,051 LegalZoom.com shares in Q2 2026, an estimated $55.5K.
  • LegalZoom.com made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2189 holding.
  • Merit Financial Group first reported a position in LegalZoom.com in Q1 2025 and has held it in 6 quarters since.
  • Merit Financial Group's LegalZoom.com position peaked at $202K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.