CAPTRUST Financial Advisors
LFST icon

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
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% +$4.33K ﹤0.01% 4190
2022
Q1 		$1K Buy
105
+86
+453% +$755 ﹤0.01% 4709
2021
Q4 		$0 Sell
19
-234
-92% -$2.48K ﹤0.01% 4844
2021
Q3 		$4K Buy
+253
New +$4.87K ﹤0.01% 4037

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors's LFST Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Lifestance Health (LFST) stake by 35% in Q2 2026, buying an estimated $45.5K and bringing the position to 22,896 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2741.

CAPTRUST Financial Advisors first reported a position in LFST in Q3 2021 and has held it in 8 quarters since. 289 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • CAPTRUST Financial Advisors held 22,896 shares of Lifestance Health worth $245K as of Q2 2026.
  • CAPTRUST Financial Advisors bought 5,884 Lifestance Health shares in Q2 2026, an estimated $45.5K.
  • Lifestance Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2741 holding.
  • CAPTRUST Financial Advisors first reported a position in Lifestance Health in Q3 2021 and has held it in 8 quarters since.
  • 289 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

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