CITIZENS FINANCIAL GROUP INC/RI LZ LEGALZOOM COM INC

Ownership history in CITIZENS FINANCIAL GROUP INC/RI  ·  7 quarters on record

AI Ownership Summary

CITIZENS FINANCIAL GROUP INC/RI reported LEGALZOOM COM INC (LZ) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.08% in 2024 Q4. The latest visible filing shows LZ at 0.04% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITIZENS FINANCIAL GROUP INC/RI's position in LEGALZOOM COM INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

LZ was reported at 0.04% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.08% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITIZENS FINANCIAL GROUP INC/RI held LZ — position size vs. price
% of Fund (quarterly)    LZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 546,336 -905 -0.2% 0.04% $3.1M 2026-05-01 $6.74
2025 Q4 ADDED 547,241 +642 +0.1% 0.07% $5.4M 2026-01-30 $8.89
2025 Q3 ADDED 546,599 +320 +0.1% 0.08% $5.7M 2025-10-24 $10.37
2025 Q2 ADDED 546,279 +875 +0.2% 0.08% $4.9M 2025-08-08 $10.98
2024 Q4 ADDED 545,404 +55,336 +11.3% 0.08% $4.1M 2025-02-07 $9.10
2024 Q3 ADDED 490,068 +347,872 +244.6% 0.06% $3.1M 2024-11-08 $8.49
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CITIZENS FINANCIAL GROUP INC/RI and LZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITIZENS FINANCIAL GROUP INC/RI reported owning LZ?

CITIZENS FINANCIAL GROUP INC/RI reported LZ across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported LZ position in CITIZENS FINANCIAL GROUP INC/RI's portfolio?

The largest reported portfolio weight for LZ was 0.08% in 2024 Q4.

What is the latest reported LZ position on this page?

The most recent filing on this page is 2026 Q1, when CITIZENS FINANCIAL GROUP INC/RI reported 546,336 shares, equal to 0.04% of portfolio, with an estimated market value of $3.1M.

What does the chart on this LZ ownership page compare?

The chart compares CITIZENS FINANCIAL GROUP INC/RI's quarterly LZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CITIZENS FINANCIAL GROUP INC/RI time their LZ position?

Based on 13F filing dates vs. subsequent LZ price moves, CITIZENS FINANCIAL GROUP INC/RI correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on LZ relative to SPY over the holding period was -25.5%.

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