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
Q2 		$284K Buy
26,532
+1,889
+8% +$14.6K ﹤0.01% 1290
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 – 3552
2023
Q3 		$117 Buy
+17
New +$138 ﹤0.01% 3322

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Allworth Financial's LFST Position: Q2 2026 in Review

Allworth Financial increased its Lifestance Health (LFST) stake by 7.7% in Q2 2026, buying an estimated $14.6K and bringing the position to 26,532 shares worth $284K. The position accounts for ﹤0.01% of the portfolio, ranked #1290.

Allworth Financial first reported a position in LFST in Q3 2023 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Allworth Financial held 26,532 shares of Lifestance Health worth $284K as of Q2 2026.
  • Allworth Financial bought 1,889 Lifestance Health shares in Q2 2026, an estimated $14.6K.
  • Lifestance Health made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1290 holding.
  • Allworth Financial first reported a position in Lifestance Health in Q3 2023 and has held it in 8 quarters since.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.