WhitTier Trust Company’s LegalZoom.com LZ Stock Holding History

WhitTier Trust Company’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	–	Sell	-1,886	Closed	-$19.6K	–	1444
2025 Q4	$19.6K	Hold	1,886	–	–	﹤0.01%	916
2025 Q3	$19.3K	Hold	1,886	–	–	﹤0.01%	904
2025 Q2	$16.8K	Hold	1,886	–	–	﹤0.01%	1040
2025 Q1	$16.2K	Hold	1,886	–	–	﹤0.01%	1019
2024 Q4	$14.2K	Hold	1,886	–	–	﹤0.01%	1010
2024 Q3	$12K	Hold	1,886	–	–	﹤0.01%	1022
2024 Q2	$15.8K	Hold	1,886	–	–	﹤0.01%	933
2024 Q1	$25.2K	Hold	1,886	–	–	﹤0.01%	816
2023 Q4	$21.3K	Hold	1,886	–	–	﹤0.01%	830
2023 Q3	$20.6K	Hold	1,886	–	–	﹤0.01%	810
2023 Q2	$22.8K	Hold	1,886	–	–	﹤0.01%	837
2023 Q1	$17.7K	Hold	1,886	–	–	﹤0.01%	864
2022 Q4	$14.6K	Hold	1,886	–	–	﹤0.01%	887
2022 Q3	$16K	Hold	1,886	–	–	﹤0.01%	846
2022 Q2	$21K	Hold	1,886	–	–	﹤0.01%	808
2022 Q1	$27K	Buy	+1,886	New	+$28.4K	﹤0.01%	768

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WhitTier Trust Company's LZ Position: Q1 2026 in Review

WhitTier Trust Company sold out of LegalZoom.com (LZ) in Q1 2026, closing a stake of 1,886 shares — an estimated $19.6K sold.

WhitTier Trust Company first reported a position in LZ in Q1 2022 and held it in 16 quarters. The position peaked at $27K in Q1 2022. 238 funds tracked by Wall St. Rank hold LZ as of Q1 2026.

WhitTier Trust Company reported no remaining LegalZoom.com position as of Q1 2026 after selling out during the quarter.
WhitTier Trust Company sold 1,886 LegalZoom.com shares in Q1 2026, an estimated $19.6K.
WhitTier Trust Company first reported a position in LegalZoom.com in Q1 2022 and held it in 16 quarters.
WhitTier Trust Company's LegalZoom.com position peaked at $27K in Q1 2022.
238 funds tracked by Wall St. Rank held LegalZoom.com as of Q1 2026.

Based on WhitTier Trust Company's 13F filing for Q1 2026, filed 28 Apr 2026.