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Ballentine Partners’s Lifezone Metals LZM Stock Holding History

Ballentine Partners’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
2025
Q4 		– Sell
-12,008
Closed -$65.8K – 1058
2025
Q3 		$65.8K Buy
+12,008
New +$55.2K ﹤0.01% 994
2025
Q2 		– Sell
-10,125
Closed -$42.3K – 1038
2025
Q1 		$42.3K Buy
+10,125
New +$56.6K ﹤0.01% 892

Other funds holding LZM

CCM
Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 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
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Ballentine Partners's LZM Position: Q4 2025 in Review

Ballentine Partners sold out of Lifezone Metals (LZM) in Q4 2025, closing a stake of 12,008 shares — an estimated $65.8K sold.

Ballentine Partners first reported a position in LZM in Q1 2025 and held it in 2 quarters. The position peaked at $65.8K in Q3 2025. 73 funds tracked by Wall St. Rank hold LZM as of Q4 2025.

  • Ballentine Partners reported no remaining Lifezone Metals position as of Q4 2025 after selling out during the quarter.
  • Ballentine Partners sold 12,008 Lifezone Metals shares in Q4 2025, an estimated $65.8K.
  • Ballentine Partners first reported a position in Lifezone Metals in Q1 2025 and held it in 2 quarters.
  • Ballentine Partners's Lifezone Metals position peaked at $65.8K in Q3 2025.
  • 73 funds tracked by Wall St. Rank held Lifezone Metals as of Q4 2025.

Based on Ballentine Partners's 13F filing for Q4 2025, filed 3 Feb 2026.