CAPTRUST Financial Advisors’s Lifestance Health LFST Stock Holding History

CAPTRUST Financial Advisors’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 Q3	$275K	Sell	22,844 -52	-0.2%	-$613	﹤0.01%	2710
2026 Q2	$245K	Buy	22,896 +5,884	+35%	+$45.5K	﹤0.01%	2741
2026 Q1	$108K	Buy	17,012 +6,446	+61%	+$44.9K	﹤0.01%	2802
2025 Q4	$74.4K	Sell	10,566 -1,125	-10%	-$6.79K	﹤0.01%	2642
2025 Q3	$64.3K	Buy	+11,691	New	+$57.3K	﹤0.01%	2545
2022 Q3	–	Sell	-671	Closed	-$4K	–	3159
2022 Q2	$4K	Buy	671 +566	+539%	+$4.34K	﹤0.01%	4189
2022 Q1	$1K	Buy	105 +86	+453%	+$755	﹤0.01%	4708
2021 Q4	$0	Sell	19 -234	-92%	-$2.48K	﹤0.01%	4843
2021 Q3	$4K	Buy	+253	New	+$4.87K	﹤0.01%	4037

Other funds holding LFST

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

CAPTRUST Financial Advisors's LFST Position: Q3 2026 in Review

CAPTRUST Financial Advisors reduced its Lifestance Health (LFST) stake by 0.23% in Q3 2026, selling an estimated $613 and leaving 22,844 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #2710.

CAPTRUST Financial Advisors first reported a position in LFST in Q3 2021 and has held it in 9 quarters since. 252 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

CAPTRUST Financial Advisors held 22,844 shares of Lifestance Health worth $275K as of Q3 2026.
CAPTRUST Financial Advisors sold 52 Lifestance Health shares in Q3 2026, an estimated $613.
Lifestance Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q3 2026, its #2710 holding.
CAPTRUST Financial Advisors first reported a position in Lifestance Health in Q3 2021 and has held it in 9 quarters since.
252 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2026, filed 12 Nov 2026.