Bank of Montreal
LFST icon

Bank of Montreal’s Lifestance Health LFST Stock Holding History

Bank of Montreal’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 		$201K Buy
+18,781
New +$145K ﹤0.01% 3004
2025
Q1 		– Sell
-47,000
Closed -$346K – 3635
2024
Q4 		$346K Buy
+47,000
New +$337K ﹤0.01% 2458

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 $3.38T AUM 44.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bank of Montreal's LFST Position: Q2 2026 in Review

Bank of Montreal opened a new position in Lifestance Health (LFST) in Q2 2026: 18,781 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #3004 among its holdings. This is a return to the name: Bank of Montreal previously reported a position in LFST as recently as Q4 2024.

Bank of Montreal first reported a position in LFST in Q4 2024 and has held it in 2 quarters since. The position peaked at $346K in Q4 2024. 288 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Bank of Montreal held 18,781 shares of Lifestance Health worth $201K as of Q2 2026.
  • Lifestance Health was a new Bank of Montreal position in Q2 2026.
  • Lifestance Health made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3004 holding.
  • Bank of Montreal first reported a position in Lifestance Health in Q4 2024 and has held it in 2 quarters since.
  • Bank of Montreal's Lifestance Health position peaked at $346K in Q4 2024.
  • 288 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.