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 Q3	$3.73K	Buy	665 +247	+59%	+$1.62K	﹤0.01%	4452
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

Francisco Partners Management San Francisco, California $343M AUM 30.19% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Technology Crossover Management IX Menlo Park, California $552M AUM 54.85% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rockefeller Capital Management's LZ Position: Q3 2026 in Review

Rockefeller Capital Management increased its LegalZoom.com (LZ) stake by 59% in Q3 2026, buying an estimated $1.62K and bringing the position to 665 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #4452.

Rockefeller Capital Management first reported a position in LZ in Q2 2022 and has held it in 7 quarters since. The position peaked at $91K in Q3 2022. 186 funds tracked by Wall St. Rank hold LZ as of Q3 2026.

Rockefeller Capital Management held 665 shares of LegalZoom.com worth $3.73K as of Q3 2026.
Rockefeller Capital Management bought 247 LegalZoom.com shares in Q3 2026, an estimated $1.62K.
LegalZoom.com made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q3 2026, its #4452 holding.
Rockefeller Capital Management first reported a position in LegalZoom.com in Q2 2022 and has held it in 7 quarters since.
Rockefeller Capital Management's LegalZoom.com position peaked at $91K in Q3 2022.
186 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2026.

Based on Rockefeller Capital Management's 13F filing for Q3 2026, filed 13 Nov 2026.