AF
LFST icon

Allworth Financial’s Lifestance Health LFST Stock Holding History

Allworth Financial’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
Q1 		$157K Buy
24,643
+1,823
+8% +$12.7K ﹤0.01% 1547
2025
Q4 		$161K Sell
22,820
-254
-1% -$1.53K ﹤0.01% 1463
2025
Q3 		$127K Buy
23,074
+735
+3% +$3.6K ﹤0.01% 1538
2025
Q2 		$115K Sell
22,339
-47
-0.2% -$282 ﹤0.01% 1468
2025
Q1 		$145K Sell
22,386
-514
-2% -$3.91K ﹤0.01% 1063
2024
Q4 		$183K Buy
+22,900
New +$164K ﹤0.01% 985
2023
Q4 		– Sell
-17
Closed -$117 – 3553
2023
Q3 		$117 Buy
+17
New +$138 ﹤0.01% 3322

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return