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Allworth Financial’s Lifezone Metals LZM Stock Holding History

Allworth Financial’s Portfolio LZM Stock Details LZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.14K Sell
338
-408
-55% -$1.89K ﹤0.01% 4529
2025
Q4 		$3.19K Buy
746
+122
+20% +$551 ﹤0.01% 3945
2025
Q3 		$3.42K Buy
+624
New +$2.87K ﹤0.01% 3749

Other funds holding LZM

CCM
Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's LZM Position: Q1 2026 in Review

Allworth Financial reduced its Lifezone Metals (LZM) stake by 55% in Q1 2026, selling an estimated $1.89K and leaving 338 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #4529.

Allworth Financial first reported a position in LZM in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.42K in Q3 2025. 86 funds tracked by Wall St. Rank hold LZM as of Q1 2026.

  • Allworth Financial held 338 shares of Lifezone Metals worth $1.14K as of Q1 2026.
  • Allworth Financial sold 408 Lifezone Metals shares in Q1 2026, an estimated $1.89K.
  • Lifezone Metals made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4529 holding.
  • Allworth Financial first reported a position in Lifezone Metals in Q3 2025 and has held it in 3 quarters since.
  • Allworth Financial's Lifezone Metals position peaked at $3.42K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.