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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
Q2 		$235K Hold
16,059
– – 0.01% 167
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

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capstone Financial Advisors's LYFT Position: Q2 2026 in Review

Capstone Financial Advisors held its Lyft (LYFT) position steady in Q2 2026 at 16,059 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #167.

Capstone Financial Advisors first reported a position in LYFT in Q2 2024 and has held it in 9 quarters since. The position peaked at $354K in Q3 2025. 528 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • Capstone Financial Advisors held 16,059 shares of Lyft worth $235K as of Q2 2026.
  • Capstone Financial Advisors left its Lyft share count unchanged in Q2 2026.
  • Lyft made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #167 holding.
  • Capstone Financial Advisors first reported a position in Lyft in Q2 2024 and has held it in 9 quarters since.
  • Capstone Financial Advisors's Lyft position peaked at $354K in Q3 2025.
  • 528 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on Capstone Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.