Farther Finance Advisors
LZM icon

Farther Finance Advisors’s Lifezone Metals LZM Stock Holding History

Farther Finance 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
Q3 		$2.91K Sell
774
-955
-55% -$3.65K ﹤0.01% 5258
2026
Q2 		$6.71K Buy
1,729
+1,654
+2,205% +$7.72K ﹤0.01% 4635
2026
Q1 		$267 Sell
75
-1,136
-94% -$5.28K ﹤0.01% 5389
2025
Q4 		$5.17K Buy
+1,211
New +$5.47K ﹤0.01% 4295

Other funds holding LZM

Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's LZM Position: Q3 2026 in Review

Farther Finance Advisors reduced its Lifezone Metals (LZM) stake by 55% in Q3 2026, selling an estimated $3.65K and leaving 774 shares worth $2.91K. The position accounts for ﹤0.01% of the portfolio, ranked #5258.

Farther Finance Advisors first reported a position in LZM in Q4 2025 and has held it in 4 quarters since. The position peaked at $6.71K in Q2 2026. 7 funds tracked by Wall St. Rank hold LZM as of Q3 2026.

  • Farther Finance Advisors held 774 shares of Lifezone Metals worth $2.91K as of Q3 2026.
  • Farther Finance Advisors sold 955 Lifezone Metals shares in Q3 2026, an estimated $3.65K.
  • Lifezone Metals made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5258 holding.
  • Farther Finance Advisors first reported a position in Lifezone Metals in Q4 2025 and has held it in 4 quarters since.
  • Farther Finance Advisors's Lifezone Metals position peaked at $6.71K in Q2 2026.
  • 7 funds tracked by Wall St. Rank held Lifezone Metals as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.