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Summit Trail Advisors’s LegalZoom.com LZ Stock Holding History

Summit Trail 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 		$469K Sell
76,458
-434
-0.6% -$2.66K 0.01% 1236
2026
Q1 		$436K Sell
76,892
-69
-0.1% -$524 0.01% 1204
2025
Q4 		$764K Buy
76,961
+3,227
+4% +$32K 0.01% 947
2025
Q3 		$765K Hold
73,734
– – 0.01% 953
2025
Q2 		$657K Sell
73,734
-237
-0.3% -$1.99K 0.01% 631
2025
Q1 		$637K Buy
73,971
+440
+0.6% +$3.94K 0.02% 215
2024
Q4 		$552K Buy
73,531
+4,697
+7% +$35.4K 0.02% 200
2024
Q3 		$437K Sell
68,834
-64,478
-48% -$422K 0.01% 430
2024
Q2 		$1.12M Sell
133,312
-166
-0.1% -$1.71K 0.03% 227
2024
Q1 		$1.78M Sell
133,478
-60
-0% -$691 0.05% 143
2023
Q4 		$1.51M Sell
133,538
-4,045
-3% -$44K 0.05% 123
2023
Q3 		$1.51M Buy
137,583
+4,492
+3% +$55.1K 0.06% 117
2023
Q2 		$1.61M Buy
133,091
+15,141
+13% +$160K 0.06% 116
2023
Q1 		$1.11M Buy
117,950
+262
+0.2% +$2.22K 0.04% 120
2022
Q4 		$911K Sell
117,688
-54,646
-32% -$474K 0.04% 122
2022
Q3 		$1.48M Hold
172,334
– – 0.08% 87
2022
Q2 		$1.89M Buy
+172,334
New +$2.28M 0.12% 80

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 $3.37T 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

Summit Trail Advisors's LZ Position: Q2 2026 in Review

Summit Trail Advisors reduced its LegalZoom.com (LZ) stake by 0.56% in Q2 2026, selling an estimated $2.66K and leaving 76,458 shares worth $469K. The position accounts for 0.01% of the portfolio, ranked #1236.

Summit Trail Advisors first reported a position in LZ in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.89M in Q2 2022. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

  • Summit Trail Advisors held 76,458 shares of LegalZoom.com worth $469K as of Q2 2026.
  • Summit Trail Advisors sold 434 LegalZoom.com shares in Q2 2026, an estimated $2.66K.
  • LegalZoom.com made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1236 holding.
  • Summit Trail Advisors first reported a position in LegalZoom.com in Q2 2022 and has held it in 17 quarters since.
  • Summit Trail Advisors's LegalZoom.com position peaked at $1.89M in Q2 2022.
  • 244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.