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TD Private Client Wealth’s LegalZoom.com LZ Stock Holding History

TD Private Client Wealth’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
Q4 		– Sell
-68
Closed -$706 – 1687
2025
Q3 		$706 Buy
+68
New +$678 ﹤0.01% 1394
2022
Q2 		– Sell
-48
Closed -$679 – 1261
2022
Q1 		$679 Buy
+48
New +$722 ﹤0.01% 1228

Other funds holding LZ

FPM
Francisco Partners Management San Francisco, California $361M AUM 30.56% 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 $690M AUM 42.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's LZ Position: Q4 2025 in Review

TD Private Client Wealth sold out of LegalZoom.com (LZ) in Q4 2025, closing a stake of 68 shares — an estimated $706 sold.

TD Private Client Wealth first reported a position in LZ in Q1 2022 and held it in 2 quarters. The position peaked at $706 in Q3 2025. 235 funds tracked by Wall St. Rank hold LZ as of Q4 2025.

  • TD Private Client Wealth reported no remaining LegalZoom.com position as of Q4 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 68 LegalZoom.com shares in Q4 2025, an estimated $706.
  • TD Private Client Wealth first reported a position in LegalZoom.com in Q1 2022 and held it in 2 quarters.
  • TD Private Client Wealth's LegalZoom.com position peaked at $706 in Q3 2025.
  • 235 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2025.

Based on TD Private Client Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.