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 Q1	$20	Buy	+6	New	+$28	﹤0.01%	3436

Other funds holding LZM

CCM

Cinctive Capital Management New York $1.53B AUM 48.83% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Root Financial Partners's LZM Position: Q1 2026 in Review

Root Financial Partners opened a new position in Lifezone Metals (LZM) in Q1 2026: 6 shares worth $20. The stake represents ﹤0.01% of the portfolio and ranks #3436 among its holdings.

86 funds tracked by Wall St. Rank hold LZM as of Q1 2026.

Root Financial Partners held 6 shares of Lifezone Metals worth $20 as of Q1 2026.
Lifezone Metals was a new Root Financial Partners position in Q1 2026.
Lifezone Metals made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #3436 holding.
86 funds tracked by Wall St. Rank held Lifezone Metals as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.