Root Financial Partners’s Lifezone Metals LZM Stock Holding History

Root Financial 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 Q2	–	Sell	-6	Closed	-$20	–	2006
2026 Q1	$20	Buy	+6	New	+$28	﹤0.01%	3436

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) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

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

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Root Financial Partners's LZM Position: Q2 2026 in Review

Root Financial Partners sold out of Lifezone Metals (LZM) in Q2 2026, closing a stake of 6 shares — an estimated $20 sold.

Root Financial Partners first reported a position in LZM in Q1 2026 and held it in 1 quarter. The position peaked at $20 in Q1 2026. 88 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

Root Financial Partners reported no remaining Lifezone Metals position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 6 Lifezone Metals shares in Q2 2026, an estimated $20.
Root Financial Partners first reported a position in Lifezone Metals in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Lifezone Metals position peaked at $20 in Q1 2026.
88 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.