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Bay Harbor Wealth Management’s Lifestance Health LFST Stock Holding History

Bay Harbor Wealth Management’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 		$428 Buy
40
+14
+54% +$108 ﹤0.01% 1091
2026
Q1 		$165 Hold
26
– – ﹤0.01% 1171
2025
Q4 		$183 Buy
26
+1
+4% +$6 ﹤0.01% 1131
2025
Q3 		$137 Buy
25
+18
+257% +$88 ﹤0.01% 1112
2025
Q2 		$36 Buy
7
+3
+75% +$18 ﹤0.01% 1219
2025
Q1 		$26 Buy
+4
New +$30 ﹤0.01% 1104

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

Bay Harbor Wealth Management's LFST Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Lifestance Health (LFST) stake by 54% in Q2 2026, buying an estimated $108 and bringing the position to 40 shares worth $428. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Bay Harbor Wealth Management first reported a position in LFST in Q1 2025 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Bay Harbor Wealth Management held 40 shares of Lifestance Health worth $428 as of Q2 2026.
  • Bay Harbor Wealth Management bought 14 Lifestance Health shares in Q2 2026, an estimated $108.
  • Lifestance Health made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #1091 holding.
  • Bay Harbor Wealth Management first reported a position in Lifestance Health in Q1 2025 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.