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Bailard’s Lifestance Health LFST Stock Holding History

Bailard’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 		$647K Sell
53,793
-31,707
-37% -$374K 0.01% 454
2026
Q2 		$916K Buy
+85,500
New +$661K 0.02% 389

Other funds holding LFST

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Bailard's LFST Position: Q3 2026 in Review

Bailard reduced its Lifestance Health (LFST) stake by 37% in Q3 2026, selling an estimated $374K and leaving 53,793 shares worth $647K. The position accounts for 0.01% of the portfolio, ranked #454.

Bailard first reported a position in LFST in Q2 2026 and has held it in 2 quarters since. The position peaked at $916K in Q2 2026. 15 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

  • Bailard held 53,793 shares of Lifestance Health worth $647K as of Q3 2026.
  • Bailard sold 31,707 Lifestance Health shares in Q3 2026, an estimated $374K.
  • Lifestance Health made up 0.01% of Bailard's portfolio in Q3 2026, its #454 holding.
  • Bailard first reported a position in Lifestance Health in Q2 2026 and has held it in 2 quarters since.
  • Bailard's Lifestance Health position peaked at $916K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.