Washington Trust Advisors’s LegalZoom.com LZ Stock Holding History

Washington Trust 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
2025 Q4	–	Sell	-821	Closed	-$8.52K	–	650
2025 Q3	$8.52K	Buy	821 +119	+17%	+$1.19K	﹤0.01%	546
2025 Q2	$6.25K	Hold	702	–	–	﹤0.01%	543
2025 Q1	$6.04K	Hold	702	–	–	﹤0.01%	532
2024 Q4	$5.27K	Hold	702	–	–	﹤0.01%	561
2024 Q3	$4.46K	Hold	702	–	–	﹤0.01%	590
2024 Q2	$5.89K	Hold	702	–	–	﹤0.01%	532
2024 Q1	$9.37K	Buy	702 +133	+23%	+$1.53K	﹤0.01%	488
2023 Q4	$6.43K	Hold	569	–	–	﹤0.01%	542
2023 Q3	$6.22K	Hold	569	–	–	﹤0.01%	523
2023 Q2	$6.87K	Buy	569 +85	+18%	+$899	﹤0.01%	504
2023 Q1	$4.54K	Hold	484	–	–	﹤0.01%	622
2022 Q4	$3.75K	Hold	484	–	–	﹤0.01%	646
2022 Q3	$4K	Buy	484 +69	+17%	+$714	﹤0.01%	755
2022 Q2	$5K	Hold	415	–	–	﹤0.01%	748
2022 Q1	$6K	Buy	+415	New	+$6.24K	﹤0.01%	789

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 1-Year Est. Return

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Washington Trust Advisors's LZ Position: Q4 2025 in Review

Washington Trust Advisors sold out of LegalZoom.com (LZ) in Q4 2025, closing a stake of 821 shares — an estimated $8.52K sold.

Washington Trust Advisors first reported a position in LZ in Q1 2022 and held it in 15 quarters. The position peaked at $9.37K in Q1 2024. 235 funds tracked by Wall St. Rank hold LZ as of Q4 2025.

Washington Trust Advisors reported no remaining LegalZoom.com position as of Q4 2025 after selling out during the quarter.
Washington Trust Advisors sold 821 LegalZoom.com shares in Q4 2025, an estimated $8.52K.
Washington Trust Advisors first reported a position in LegalZoom.com in Q1 2022 and held it in 15 quarters.
Washington Trust Advisors's LegalZoom.com position peaked at $9.37K in Q1 2024.
235 funds tracked by Wall St. Rank held LegalZoom.com as of Q4 2025.

Based on Washington Trust Advisors's 13F filing for Q4 2025, filed 3 Feb 2026.