Raymond James Financial
LZ icon

Raymond James Financial’s LegalZoom.com LZ Stock Holding History

Raymond James Financial’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 		$191K Sell
33,686
-924
-3% -$7.01K ﹤0.01% 4901
2025
Q4 		$344K Buy
34,610
+9,171
+36% +$90.9K ﹤0.01% 4488
2025
Q3 		$264K Buy
25,439
+11,918
+88% +$119K ﹤0.01% 4481
2025
Q2 		$120K Buy
+13,521
New +$113K ﹤0.01% 4775

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $113B AUM 38.87% 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

Raymond James Financial's LZ Position: Q1 2026 in Review

Raymond James Financial reduced its LegalZoom.com (LZ) stake by 2.7% in Q1 2026, selling an estimated $7.01K and leaving 33,686 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #4901.

Raymond James Financial first reported a position in LZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q4 2025. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • Raymond James Financial held 33,686 shares of LegalZoom.com worth $191K as of Q1 2026.
  • Raymond James Financial sold 924 LegalZoom.com shares in Q1 2026, an estimated $7.01K.
  • LegalZoom.com made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4901 holding.
  • Raymond James Financial first reported a position in LegalZoom.com in Q2 2025 and has held it in 4 quarters since.
  • Raymond James Financial's LegalZoom.com position peaked at $344K in Q4 2025.
  • 238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.