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Capstone Financial Advisors’s Lyft LYFT Stock Holding History

Capstone Financial Advisors’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Hold
16,059
– – 0.01% 164
2025
Q4 		$311K Sell
16,059
-10
-0.1% -$208 0.02% 135
2025
Q3 		$354K Sell
16,069
-1,334
-8% -$22.3K 0.02% 126
2025
Q2 		$274K Buy
17,403
+5,465
+46% +$76.6K 0.02% 132
2025
Q1 		$142K Sell
11,938
-177
-1% -$2.3K 0.01% 143
2024
Q4 		$156K Sell
12,115
-631
-5% -$9.35K 0.01% 143
2024
Q3 		$163K Buy
12,746
+1,415
+12% +$16.9K 0.01% 143
2024
Q2 		$160K Buy
+11,331
New +$184K 0.01% 141

Other funds holding LYFT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Contour Asset Management New York $3.08B AUM 21.94% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capstone Financial Advisors's LYFT Position: Q1 2026 in Review

Capstone Financial Advisors held its Lyft (LYFT) position steady in Q1 2026 at 16,059 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #164.

Capstone Financial Advisors first reported a position in LYFT in Q2 2024 and has held it in 8 quarters since. The position peaked at $354K in Q3 2025. 523 funds tracked by Wall St. Rank hold LYFT as of Q1 2026.

  • Capstone Financial Advisors held 16,059 shares of Lyft worth $214K as of Q1 2026.
  • Capstone Financial Advisors left its Lyft share count unchanged in Q1 2026.
  • Lyft made up 0.01% of Capstone Financial Advisors's portfolio in Q1 2026, its #164 holding.
  • Capstone Financial Advisors first reported a position in Lyft in Q2 2024 and has held it in 8 quarters since.
  • Capstone Financial Advisors's Lyft position peaked at $354K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Lyft as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.