Bank of America’s LZ Technology Holdings LZMH Stock Holding History

Bank of America’s Portfolio LZMH Stock Details LZMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1	Closed	-$36	–	8539
2025 Q3	$36	Sell	1 -39	-98%	-$3.87K	﹤0.01%	8084
2025 Q2	$13.1K	Buy	+40	New	+$11.1K	﹤0.01%	7136

Other funds holding LZMH

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

TSS

Two Sigma Securities New York $1.16B AUM 36.23% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CIAM

Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of America's LZMH Position: Q4 2025 in Review

Bank of America sold out of LZ Technology Holdings (LZMH) in Q4 2025, closing a stake of 1 share — an estimated $36 sold.

Bank of America first reported a position in LZMH in Q2 2025 and held it in 2 quarters. The position peaked at $13.1K in Q2 2025. 9 funds tracked by Wall St. Rank hold LZMH as of Q4 2025.

Bank of America reported no remaining LZ Technology Holdings position as of Q4 2025 after selling out during the quarter.
Bank of America sold 1 LZ Technology Holdings share in Q4 2025, an estimated $36.
Bank of America first reported a position in LZ Technology Holdings in Q2 2025 and held it in 2 quarters.
Bank of America's LZ Technology Holdings position peaked at $13.1K in Q2 2025.
9 funds tracked by Wall St. Rank held LZ Technology Holdings as of Q4 2025.

Based on Bank of America's 13F filing for Q4 2025, filed 17 Feb 2026.