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Steward Partners Investment Advisory’s LegalZoom.com LZ Stock Holding History

Steward Partners Investment Advisory’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 		$613 Buy
+100
New +$613 ﹤0.01% 4445
2026
Q1 		– Sell
-35
Closed -$348 – 4512
2025
Q4 		$348 Hold
35
– – ﹤0.01% 4171
2025
Q3 		$363 Hold
35
– – ﹤0.01% 4148
2025
Q2 		$312 Buy
+35
New +$293 ﹤0.01% 4003

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

Steward Partners Investment Advisory's LZ Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in LegalZoom.com (LZ) in Q2 2026: 100 shares worth $613. The stake represents ﹤0.01% of the portfolio and ranks #4445 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in LZ as recently as Q4 2025.

Steward Partners Investment Advisory first reported a position in LZ in Q2 2025 and has held it in 4 quarters since. 243 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Steward Partners Investment Advisory held 100 shares of LegalZoom.com worth $613 as of Q2 2026.
  • LegalZoom.com was a new Steward Partners Investment Advisory position in Q2 2026.
  • LegalZoom.com made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4445 holding.
  • Steward Partners Investment Advisory first reported a position in LegalZoom.com in Q2 2025 and has held it in 4 quarters since.
  • 243 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.