Bank of Montreal
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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
2025
Q1 		– Sell
-201,200
Closed -$1.48M – 3634
2024
Q4 		$1.48M Buy
+201,200
New +$1.44M ﹤0.01% 1683

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of Montreal's LFST Position: Q1 2025 in Review

Bank of Montreal sold out of Lifestance Health (LFST) in Q1 2025, closing a stake of 47,000 shares — an estimated $346K sold.

Bank of Montreal first reported a position in LFST in Q4 2024 and held it in 1 quarter. The position peaked at $346K in Q4 2024. 181 funds tracked by Wall St. Rank hold LFST as of Q1 2025.

  • Bank of Montreal reported no remaining Lifestance Health position as of Q1 2025 after selling out during the quarter.
  • Bank of Montreal sold 47,000 Lifestance Health shares in Q1 2025, an estimated $346K.
  • Bank of Montreal first reported a position in Lifestance Health in Q4 2024 and held it in 1 quarter.
  • Bank of Montreal's Lifestance Health position peaked at $346K in Q4 2024.
  • 181 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2025.

Based on Bank of Montreal's 13F filing for Q1 2025, filed 13 May 2025.