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Sequoia Financial Advisors’s LegalZoom.com LZ Stock Holding History

Sequoia 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 		– Sell
-13,651
Closed -$77.4K – 2223
2026
Q1 		$77.4K Buy
+13,651
New +$104K ﹤0.01% 1874

Other funds holding LZ

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Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return
BlackRock
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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 $3.37T AUM 44.26% 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

Sequoia Financial Advisors's LZ Position: Q2 2026 in Review

Sequoia Financial Advisors sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 13,651 shares — an estimated $77.4K sold.

Sequoia Financial Advisors first reported a position in LZ in Q1 2026 and held it in 1 quarter. The position peaked at $77.4K in Q1 2026. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Sequoia Financial Advisors reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,651 LegalZoom.com shares in Q2 2026, an estimated $77.4K.
  • Sequoia Financial Advisors first reported a position in LegalZoom.com in Q1 2026 and held it in 1 quarter.
  • Sequoia Financial Advisors's LegalZoom.com position peaked at $77.4K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.