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Essential Partners’s Lifezone Metals LZM Stock Holding History

Essential 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
2026
Q3 		$429 Sell
114
-155
-58% -$592 ﹤0.01% 2438
2026
Q2 		$1.04K Sell
269
-448
-62% -$2.09K ﹤0.01% 2233
2026
Q1 		$2.41K Buy
717
+663
+1,228% +$3.08K ﹤0.01% 1928
2025
Q4 		$231 Sell
54
-284
-84% -$1.28K ﹤0.01% 2403
2025
Q3 		$1.85K Buy
338
+268
+383% +$1.23K ﹤0.01% 1816
2025
Q2 		$288 Buy
+70
New +$261 ﹤0.01% 1855

Other funds holding LZM

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's LZM Position: Q3 2026 in Review

Essential Partners reduced its Lifezone Metals (LZM) stake by 58% in Q3 2026, selling an estimated $592 and leaving 114 shares worth $429. The position accounts for ﹤0.01% of the portfolio, ranked #2438.

Essential Partners first reported a position in LZM in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.41K in Q1 2026. 7 funds tracked by Wall St. Rank hold LZM as of Q3 2026.

  • Essential Partners held 114 shares of Lifezone Metals worth $429 as of Q3 2026.
  • Essential Partners sold 155 Lifezone Metals shares in Q3 2026, an estimated $592.
  • Lifezone Metals made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2438 holding.
  • Essential Partners first reported a position in Lifezone Metals in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Lifezone Metals position peaked at $2.41K in Q1 2026.
  • 7 funds tracked by Wall St. Rank held Lifezone Metals as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.