Rockefeller Capital Management’s LegalZoom.com LZ Stock Holding History

Rockefeller Capital Management’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	$2.56K	Sell	418 -1,126	-73%	-$6.9K	﹤0.01%	4372
2026 Q1	$8.75K	Buy	1,544 +1,126	+269%	+$8.54K	﹤0.01%	4052
2025 Q4	$4.15K	Buy	+418	New	+$4.14K	﹤0.01%	4134
2023 Q1	–	Sell	-10,592	Closed	-$81K	–	3091
2022 Q4	$81K	Sell	10,592 -106	-1%	-$920	﹤0.01%	2147
2022 Q3	$91K	Buy	10,698 +9,498	+792%	+$98.3K	﹤0.01%	2043
2022 Q2	$13K	Buy	+1,200	New	+$15.9K	﹤0.01%	2985

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Rockefeller Capital Management's LZ Position: Q2 2026 in Review

Rockefeller Capital Management reduced its LegalZoom.com (LZ) stake by 73% in Q2 2026, selling an estimated $6.9K and leaving 418 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #4372.

Rockefeller Capital Management first reported a position in LZ in Q2 2022 and has held it in 6 quarters since. The position peaked at $91K in Q3 2022. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Rockefeller Capital Management held 418 shares of LegalZoom.com worth $2.56K as of Q2 2026.
Rockefeller Capital Management sold 1,126 LegalZoom.com shares in Q2 2026, an estimated $6.9K.
LegalZoom.com made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #4372 holding.
Rockefeller Capital Management first reported a position in LegalZoom.com in Q2 2022 and has held it in 6 quarters since.
Rockefeller Capital Management's LegalZoom.com position peaked at $91K in Q3 2022.
243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.