EverSource Wealth Advisors
LZM icon

EverSource Wealth Advisors’s Lifezone Metals LZM Stock Holding History

EverSource Wealth Advisors’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
Q2 		$3.87K Sell
998
-66
-6% -$308 ﹤0.01% 3415
2026
Q1 		$3.57K Buy
1,064
+42
+4% +$195 ﹤0.01% 3416
2025
Q4 		$4.36K Sell
1,022
-102
-9% -$461 ﹤0.01% 3173
2025
Q3 		$6.16K Buy
1,124
+589
+110% +$2.71K ﹤0.01% 3064
2025
Q2 		$2.2K Buy
535
+263
+97% +$979 ﹤0.01% 3482
2025
Q1 		$1.14K Buy
+272
New +$1.52K ﹤0.01% 3184

Other funds holding LZM

CCM
Cinctive Capital Management New York $2.72B AUM 43.27% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
ALPS Advisors
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

EverSource Wealth Advisors's LZM Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lifezone Metals (LZM) stake by 6.2% in Q2 2026, selling an estimated $308 and leaving 998 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

EverSource Wealth Advisors first reported a position in LZM in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.16K in Q3 2025. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

  • EverSource Wealth Advisors held 998 shares of Lifezone Metals worth $3.87K as of Q2 2026.
  • EverSource Wealth Advisors sold 66 Lifezone Metals shares in Q2 2026, an estimated $308.
  • Lifezone Metals made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3415 holding.
  • EverSource Wealth Advisors first reported a position in Lifezone Metals in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Lifezone Metals position peaked at $6.16K in Q3 2025.
  • 88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.