PMFA
LZ icon

Plante Moran Financial Advisors’s LegalZoom.com LZ Stock Holding History

Plante Moran Financial 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 		$135 Buy
+22
New +$135 ﹤0.01% 1520
2026
Q1 		– Sell
-1,185
Closed -$11.8K – 823
2025
Q4 		$11.8K Buy
+1,185
New +$11.7K ﹤0.01% 531

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

Plante Moran Financial Advisors's LZ Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in LegalZoom.com (LZ) in Q2 2026: 22 shares worth $135. The stake represents ﹤0.01% of the portfolio and ranks #1520 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in LZ as recently as Q4 2025.

Plante Moran Financial Advisors first reported a position in LZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $11.8K in Q4 2025. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Plante Moran Financial Advisors held 22 shares of LegalZoom.com worth $135 as of Q2 2026.
  • LegalZoom.com was a new Plante Moran Financial Advisors position in Q2 2026.
  • LegalZoom.com made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1520 holding.
  • Plante Moran Financial Advisors first reported a position in LegalZoom.com in Q4 2025 and has held it in 2 quarters since.
  • Plante Moran Financial Advisors's LegalZoom.com position peaked at $11.8K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.