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Summit Securities Group’s LegalZoom.com LZ Stock Holding History

Summit Securities Group’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
2025
Q3 		– Sell
-7,629
Closed -$68K – 1225
2025
Q2 		$68K Buy
+7,629
New +$63.9K 0.01% 433

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Securities Group's LZ Position: Q3 2025 in Review

Summit Securities Group sold out of LegalZoom.com (LZ) in Q3 2025, closing a stake of 7,629 shares — an estimated $68K sold.

Summit Securities Group first reported a position in LZ in Q2 2025 and held it in 1 quarter. The position peaked at $68K in Q2 2025. 237 funds tracked by Wall St. Rank hold LZ as of Q3 2025.

  • Summit Securities Group reported no remaining LegalZoom.com position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 7,629 LegalZoom.com shares in Q3 2025, an estimated $68K.
  • Summit Securities Group first reported a position in LegalZoom.com in Q2 2025 and held it in 1 quarter.
  • Summit Securities Group's LegalZoom.com position peaked at $68K in Q2 2025.
  • 237 funds tracked by Wall St. Rank held LegalZoom.com as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.