SignatureFD’s LegalZoom.com LZ Stock Holding History

SignatureFD’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	-383	Closed	-$2.17K	–	3582
2026 Q1	$2.17K	Buy	+383	New	+$2.91K	﹤0.01%	3044
2025 Q2	–	Sell	-97	Closed	-$835	–	3359
2025 Q1	$835	Buy	+97	New	+$868	﹤0.01%	3078
2024 Q2	–	Sell	-335	Closed	-$4.47K	–	3201
2024 Q1	$4.47K	Sell	335 -51	-13%	-$587	﹤0.01%	2572
2023 Q4	$4.36K	Sell	386 -578	-60%	-$6.29K	﹤0.01%	2541
2023 Q3	$10.5K	Buy	964 +629	+188%	+$7.71K	﹤0.01%	2186
2023 Q2	$4.05K	Sell	335 -40	-11%	-$423	﹤0.01%	2584
2023 Q1	$3.52K	Buy	+375	New	+$3.17K	﹤0.01%	2634

Other funds holding LZ

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

MCM

Mainstream Capital Management Los Angeles, California $166M AUM 26.73% 1-Year Est. Return

Avory & Company Miami, Florida $80M AUM 3.87% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Olympiad Research Stamford, Connecticut $48.1M AUM 100.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

SignatureFD's LZ Position: Q2 2026 in Review

SignatureFD sold out of LegalZoom.com (LZ) in Q2 2026, closing a stake of 383 shares — an estimated $2.17K sold.

SignatureFD first reported a position in LZ in Q1 2023 and held it in 7 quarters. The position peaked at $10.5K in Q3 2023. 33 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

SignatureFD reported no remaining LegalZoom.com position as of Q2 2026 after selling out during the quarter.
SignatureFD sold 383 LegalZoom.com shares in Q2 2026, an estimated $2.17K.
SignatureFD first reported a position in LegalZoom.com in Q1 2023 and held it in 7 quarters.
SignatureFD's LegalZoom.com position peaked at $10.5K in Q3 2023.
33 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.