Superior Planning, LLC’s Lifestance Health LFST Stock Holding History

Superior Planning, LLC’s Portfolio LFST Stock Details LFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.35K	Buy	+445	New	+$5.25K	﹤0.01%	1180

Other funds holding LFST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Superior Planning, LLC's LFST Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lifestance Health (LFST) in Q3 2026: 445 shares worth $5.35K. The stake represents ﹤0.01% of the portfolio and ranks #1180 among its holdings.

203 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

Superior Planning, LLC held 445 shares of Lifestance Health worth $5.35K as of Q3 2026.
Lifestance Health was a new Superior Planning, LLC position in Q3 2026.
Lifestance Health made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1180 holding.
203 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.