PWPS
LZ icon

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
Q1 		$29.4K Buy
+5,183
New +$39.3K ﹤0.01% 1492

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Planning Services's LZ Position: Q1 2026 in Review

Pinnacle Wealth Planning Services opened a new position in LegalZoom.com (LZ) in Q1 2026: 5,183 shares worth $29.4K. The stake represents ﹤0.01% of the portfolio and ranks #1492 among its holdings.

237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,183 shares of LegalZoom.com worth $29.4K as of Q1 2026.
  • LegalZoom.com was a new Pinnacle Wealth Planning Services position in Q1 2026.
  • LegalZoom.com made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1492 holding.
  • 237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.