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Rothwell Investment Advisors, LLC’s Lyft LYFT Stock Holding History

Rothwell Investment Advisors, LLC’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$87.9K Buy
+5,855
New +$93.8K 0.05% 300

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Swedbank
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Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Rothwell Investment Advisors, LLC's LYFT Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Lyft (LYFT) in Q3 2026: 5,855 shares worth $87.9K. The stake represents 0.05% of the portfolio and ranks #300 among its holdings.

215 funds tracked by Wall St. Rank hold LYFT as of Q3 2026.

  • Rothwell Investment Advisors, LLC held 5,855 shares of Lyft worth $87.9K as of Q3 2026.
  • Lyft was a new Rothwell Investment Advisors, LLC position in Q3 2026.
  • Lyft made up 0.05% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #300 holding.
  • 215 funds tracked by Wall St. Rank held Lyft as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.