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Sunbelt Securities’s LegalZoom.com LZ Stock Holding History

Sunbelt Securities’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
Q1 		$181 Buy
32
+5
+19% +$38 ﹤0.01% 2531
2025
Q4 		$268 Sell
27
-250
-90% -$2.48K ﹤0.01% 2373
2025
Q3 		$2.88K Buy
+277
New +$2.76K ﹤0.01% 1763

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCMI
Technology Crossover Management IX Menlo Park, California $752M AUM 25.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Sunbelt Securities's LZ Position: Q1 2026 in Review

Sunbelt Securities increased its LegalZoom.com (LZ) stake by 19% in Q1 2026, buying an estimated $38 and bringing the position to 32 shares worth $181. The position accounts for ﹤0.01% of the portfolio, ranked #2531.

Sunbelt Securities first reported a position in LZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.88K in Q3 2025. 237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • Sunbelt Securities held 32 shares of LegalZoom.com worth $181 as of Q1 2026.
  • Sunbelt Securities bought 5 LegalZoom.com shares in Q1 2026, an estimated $38.
  • LegalZoom.com made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2531 holding.
  • Sunbelt Securities first reported a position in LegalZoom.com in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's LegalZoom.com position peaked at $2.88K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.