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Pinnacle Wealth Planning Services’s LegalZoom.com LZ Stock Holding History

Pinnacle Wealth Planning Services’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 		$4.17K Sell
680
-4,503
-87% -$27.6K ﹤0.01% 2333
2026
Q1 		$29.4K Buy
+5,183
New +$39.3K ﹤0.01% 1492

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Planning Services's LZ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its LegalZoom.com (LZ) stake by 87% in Q2 2026, selling an estimated $27.6K and leaving 680 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2333.

Pinnacle Wealth Planning Services first reported a position in LZ in Q1 2026 and has held it in 2 quarters since. The position peaked at $29.4K in Q1 2026. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Pinnacle Wealth Planning Services held 680 shares of LegalZoom.com worth $4.17K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4,503 LegalZoom.com shares in Q2 2026, an estimated $27.6K.
  • LegalZoom.com made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2333 holding.
  • Pinnacle Wealth Planning Services first reported a position in LegalZoom.com in Q1 2026 and has held it in 2 quarters since.
  • Pinnacle Wealth Planning Services's LegalZoom.com position peaked at $29.4K in Q1 2026.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.