VNA
LZMH

Valley National Advisers’s LZ Technology Holdings LZMH Stock Holding History

Valley National Advisers’s Portfolio LZMH Stock Details LZMH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25
Closed -$8K – 912
2025
Q2 		$8K Buy
+25
New +$6.93K ﹤0.01% 616

Other funds holding LZMH

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PA
PharVision Advisers Boca Raton, Florida $9.86M AUM 9.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QL
Quarry LP New York $558M AUM 23.81% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Valley National Advisers's LZMH Position: Q3 2025 in Review

Valley National Advisers sold out of LZ Technology Holdings (LZMH) in Q3 2025, closing a stake of 25 shares — an estimated $8K sold.

Valley National Advisers first reported a position in LZMH in Q2 2025 and held it in 1 quarter. The position peaked at $8K in Q2 2025. 11 funds tracked by Wall St. Rank hold LZMH as of Q3 2025.

  • Valley National Advisers reported no remaining LZ Technology Holdings position as of Q3 2025 after selling out during the quarter.
  • Valley National Advisers sold 25 LZ Technology Holdings shares in Q3 2025, an estimated $8K.
  • Valley National Advisers first reported a position in LZ Technology Holdings in Q2 2025 and held it in 1 quarter.
  • Valley National Advisers's LZ Technology Holdings position peaked at $8K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held LZ Technology Holdings as of Q3 2025.

Based on Valley National Advisers's 13F filing for Q3 2025, filed 17 Oct 2025.