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

Physician 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	$1.12K	Hold	182	–	–	﹤0.01%	1790
2026 Q1	$1.03K	Buy	+182	New	+$1.38K	﹤0.01%	1668

Other funds holding LZ

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Physician Wealth Advisors held its LegalZoom.com (LZ) position steady in Q2 2026 at 182 shares worth $1.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1790.

Physician Wealth Advisors first reported a position in LZ in Q1 2026 and has held it in 2 quarters since. 24 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Physician Wealth Advisors held 182 shares of LegalZoom.com worth $1.12K as of Q2 2026.
Physician Wealth Advisors left its LegalZoom.com share count unchanged in Q2 2026.
LegalZoom.com made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1790 holding.
Physician Wealth Advisors first reported a position in LegalZoom.com in Q1 2026 and has held it in 2 quarters since.
24 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.