CAPTRUST Financial Advisors
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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
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 $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CAPTRUST Financial Advisors's LFST Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Lifestance Health (LFST) stake by 61% in Q1 2026, buying an estimated $44.9K and bringing the position to 17,012 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2802.

CAPTRUST Financial Advisors first reported a position in LFST in Q3 2021 and has held it in 7 quarters since. 228 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

  • CAPTRUST Financial Advisors held 17,012 shares of Lifestance Health worth $108K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 6,446 Lifestance Health shares in Q1 2026, an estimated $44.9K.
  • Lifestance Health made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2802 holding.
  • CAPTRUST Financial Advisors first reported a position in Lifestance Health in Q3 2021 and has held it in 7 quarters since.
  • 228 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

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