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SBI Securities’s Lifezone Metals LZM Stock Holding History

SBI Securities’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 		$629 Sell
162
-499
-75% -$2.33K ﹤0.01% 2962
2026
Q1 		$2.22K Sell
661
-1,390
-68% -$6.45K ﹤0.01% 2385
2025
Q4 		$8.76K Buy
2,051
+2,005
+4,359% +$9.06K ﹤0.01% 1774
2025
Q3 		$252 Hold
46
– – ﹤0.01% 3242
2025
Q2 		$190 Buy
46
+1
+2% +$4 ﹤0.01% 3328
2025
Q1 		$188 Hold
45
– – ﹤0.01% 3243
2024
Q4 		$313 Buy
+45
New +$301 ﹤0.01% 3065

Other funds holding LZM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

SBI Securities's LZM Position: Q2 2026 in Review

SBI Securities reduced its Lifezone Metals (LZM) stake by 75% in Q2 2026, selling an estimated $2.33K and leaving 162 shares worth $629. The position accounts for ﹤0.01% of the portfolio, ranked #2962.

SBI Securities first reported a position in LZM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.76K in Q4 2025. 8 funds tracked by Wall St. Rank hold LZM as of Q2 2026.

  • SBI Securities held 162 shares of Lifezone Metals worth $629 as of Q2 2026.
  • SBI Securities sold 499 Lifezone Metals shares in Q2 2026, an estimated $2.33K.
  • Lifezone Metals made up ﹤0.01% of SBI Securities's portfolio in Q2 2026, its #2962 holding.
  • SBI Securities first reported a position in Lifezone Metals in Q4 2024 and has held it in 7 quarters since.
  • SBI Securities's Lifezone Metals position peaked at $8.76K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Lifezone Metals as of Q2 2026.

Based on SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.