Cape Investment Advisory’s Life360 LIF Stock Holding History

Cape Investment Advisory’s Portfolio LIF Stock Details LIF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4	Closed	-$257	–	1271
2025 Q4	$257	Buy	+4	New	+$332	﹤0.01%	1272

Other funds holding LIF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Cape Investment Advisory's LIF Position: Q1 2026 in Review

Cape Investment Advisory sold out of Life360 (LIF) in Q1 2026, closing a stake of 4 shares — an estimated $257 sold.

Cape Investment Advisory first reported a position in LIF in Q4 2025 and held it in 1 quarter. The position peaked at $257 in Q4 2025. 193 funds tracked by Wall St. Rank hold LIF as of Q1 2026.

Cape Investment Advisory reported no remaining Life360 position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 4 Life360 shares in Q1 2026, an estimated $257.
Cape Investment Advisory first reported a position in Life360 in Q4 2025 and held it in 1 quarter.
Cape Investment Advisory's Life360 position peaked at $257 in Q4 2025.
193 funds tracked by Wall St. Rank held Life360 as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.