USCWA
LZ icon

U.S. Capital Wealth Advisors’s LegalZoom.com LZ Stock Holding History

U.S. Capital Wealth 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
Q1 		$90.7K Sell
15,992
-6
-0% -$46 ﹤0.01% 989
2025
Q4 		$159K Buy
15,998
+65
+0.4% +$644 ﹤0.01% 948
2025
Q3 		$165K Buy
+15,933
New +$159K ﹤0.01% 907

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

U.S. Capital Wealth Advisors's LZ Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its LegalZoom.com (LZ) stake by 0.04% in Q1 2026, selling an estimated $46 and leaving 15,992 shares worth $90.7K. The position accounts for ﹤0.01% of the portfolio, ranked #989.

U.S. Capital Wealth Advisors first reported a position in LZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $165K in Q3 2025. 237 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

  • U.S. Capital Wealth Advisors held 15,992 shares of LegalZoom.com worth $90.7K as of Q1 2026.
  • U.S. Capital Wealth Advisors sold 6 LegalZoom.com shares in Q1 2026, an estimated $46.
  • LegalZoom.com made up ﹤0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #989 holding.
  • U.S. Capital Wealth Advisors first reported a position in LegalZoom.com in Q3 2025 and has held it in 3 quarters since.
  • U.S. Capital Wealth Advisors's LegalZoom.com position peaked at $165K in Q3 2025.
  • 237 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.