Burk Holdings’s LifeVantage LFVN Stock Holding History

Burk Holdings’s Portfolio LFVN Stock Details LFVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3K	Hold	481	–	–	﹤0.01%	438
2026 Q1	$2.08K	Buy	+481	New	+$2.52K	﹤0.01%	499

Other funds holding LFVN

Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Burk Holdings's LFVN Position: Q2 2026 in Review

Burk Holdings held its LifeVantage (LFVN) position steady in Q2 2026 at 481 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Burk Holdings first reported a position in LFVN in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

Burk Holdings held 481 shares of LifeVantage worth $3K as of Q2 2026.
Burk Holdings left its LifeVantage share count unchanged in Q2 2026.
LifeVantage made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #438 holding.
Burk Holdings first reported a position in LifeVantage in Q1 2026 and has held it in 2 quarters since.
89 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.