Whittier Trust’s LegalZoom.com LZ Stock Holding History

Whittier Trust’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 Q2	$331	Hold	47	–	–	﹤0.01%	1328
2026 Q1	$286	Hold	47	–	–	﹤0.01%	1326
2025 Q4	$489	Hold	47	–	–	﹤0.01%	1334
2025 Q3	$481	Hold	47	–	–	﹤0.01%	1351
2025 Q2	$418	Sell	47 -47	-50%	-$394	﹤0.01%	1477
2025 Q1	$808	Hold	94	–	–	﹤0.01%	1446
2024 Q4	$704	Hold	94	–	–	﹤0.01%	1504
2024 Q3	$596	Hold	94	–	–	﹤0.01%	1514
2024 Q2	$788	Hold	94	–	–	﹤0.01%	1475
2024 Q1	$1.25K	Hold	94	–	–	﹤0.01%	1445
2023 Q4	$1.06K	Sell	94 -206	-69%	-$2.24K	﹤0.01%	1444
2023 Q3	$3.28K	Hold	300	–	–	﹤0.01%	1425
2023 Q2	$3.62K	Sell	300 -7,446	-96%	-$78.8K	﹤0.01%	1402
2023 Q1	$72.7K	Hold	7,746	–	–	﹤0.01%	891
2022 Q4	$60K	Sell	7,746 -1,951	-20%	-$16.9K	﹤0.01%	927
2022 Q3	$83K	Hold	9,697	–	–	﹤0.01%	843
2022 Q2	$107K	Buy	9,697 +1,575	+19%	+$20.8K	﹤0.01%	778
2022 Q1	$114K	Buy	+8,122	New	+$122K	﹤0.01%	796

Other funds holding LZ

FPM

Francisco Partners Management San Francisco, California $361M AUM 30.56% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

Whittier Trust's LZ Position: Q2 2026 in Review

Whittier Trust held its LegalZoom.com (LZ) position steady in Q2 2026 at 47 shares worth $331. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Whittier Trust first reported a position in LZ in Q1 2022 and has held it in 18 quarters since. The position peaked at $114K in Q1 2022. 244 funds tracked by Wall St. Rank hold LZ as of Q2 2026.

Whittier Trust held 47 shares of LegalZoom.com worth $331 as of Q2 2026.
Whittier Trust left its LegalZoom.com share count unchanged in Q2 2026.
LegalZoom.com made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1328 holding.
Whittier Trust first reported a position in LegalZoom.com in Q1 2022 and has held it in 18 quarters since.
Whittier Trust's LegalZoom.com position peaked at $114K in Q1 2022.
244 funds tracked by Wall St. Rank held LegalZoom.com as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.