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
Q2 		– Sell
-33,686
Closed -$191K – 5506
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 $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

Raymond James Financial's LZ Position: Q2 2026 in Review

Raymond James Financial sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 33,686 shares — an estimated $191K sold.

Raymond James Financial first reported a position in LZ in Q2 2025 and held it in 4 quarters. The position peaked at $344K in Q4 2025. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Raymond James Financial reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Raymond James Financial sold 33,686 LegalZoom.com shares in Q2 2026, an estimated $191K.
  • Raymond James Financial first reported a position in LegalZoom.com in Q2 2025 and held it in 4 quarters.
  • Raymond James Financial's LegalZoom.com position peaked at $344K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.