Commonwealth Equity Services
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Commonwealth Equity Services’s Lemonade LMND Stock Holding History

Commonwealth Equity Services’s Portfolio LMND Stock Details LMND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$674K Buy
14,940
+1,626
+12% +$90.4K ﹤0.01% 2981
2026
Q2 		$866K Buy
13,314
+1,667
+14% +$97.5K ﹤0.01% 2821
2026
Q1 		$730K Sell
11,647
-7,942
-41% -$550K ﹤0.01% 2881
2025
Q4 		$1.39M Buy
19,589
+9,476
+94% +$637K ﹤0.01% 2300
2025
Q3 		$541K Buy
+10,113
New +$493K ﹤0.01% 3114
2025
Q1 		– Sell
-5,488
Closed -$201K – 4233
2024
Q4 		$201K Buy
+5,488
New +$175K ﹤0.01% 3755
2024
Q3 		– Sell
-10,551
Closed -$174K – 4145
2024
Q2 		$174K Sell
10,551
-901
-8% -$15K ﹤0.01% 3682
2024
Q1 		$188K Sell
11,452
-215
-2% -$3.61K ﹤0.01% 3654
2023
Q4 		$188K Sell
11,667
-436
-4% -$6.57K ﹤0.01% 3530
2023
Q3 		$141K Buy
12,103
+819
+7% +$13.1K ﹤0.01% 3489
2023
Q2 		$190K Sell
11,284
-661
-6% -$10.3K ﹤0.01% 3422
2023
Q1 		$170K Sell
11,945
-232
-2% -$3.53K ﹤0.01% 3377
2022
Q4 		$166K Sell
12,177
-5,507
-31% -$109K ﹤0.01% 3301
2022
Q3 		$374K Buy
17,684
+878
+5% +$20K ﹤0.01% 2640
2022
Q2 		$306K Sell
16,806
-373
-2% -$7.86K ﹤0.01% 2826
2022
Q1 		$453K Buy
17,179
+1,536
+10% +$43.5K ﹤0.01% 2599
2021
Q4 		$658K Sell
15,643
-6,244
-29% -$351K ﹤0.01% 2298
2021
Q3 		$1.47M Sell
21,887
-1,070
-5% -$86.3K ﹤0.01% 1641
2021
Q2 		$2.51M Buy
22,957
+2,723
+13% +$247K 0.01% 1276
2021
Q1 		$1.88M Buy
20,234
+10,154
+101% +$1.31M 0.01% 1364
2020
Q4 		$1.23M Buy
+10,080
New +$743K ﹤0.01% 1530

Other funds holding LMND

Halter Ferguson Financial
Halter Ferguson Financial Carmel, Indiana $577M AUM 16.33% 1-Year Est. Return
PhiloSmith Capital
PhiloSmith Capital Stamford, Connecticut $362M AUM 0.8% 1-Year Est. Return
Amtrust Financial Services
Amtrust Financial Services New York $342M AUM 10.68% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Foyston, Gordon, & Payne
Foyston, Gordon, & Payne Toronto, Ontario, Canada $499M AUM 8.83% 1-Year Est. Return
Axxion S.A.
Axxion S.A. Grevenmacher, Luxembourg $1.52B AUM
Illumine Investment Management
Illumine Investment Management Poulsbo, Washington $144M AUM 33.61% 1-Year Est. Return
Rare Wolf Capital
Rare Wolf Capital Bellevue, Washington $169M AUM 24.68% 1-Year Est. Return
J. Safra Sarasin Holding
J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Commonwealth Equity Services's LMND Position: Q3 2026 in Review

Commonwealth Equity Services increased its Lemonade (LMND) stake by 12% in Q3 2026, buying an estimated $90.4K and bringing the position to 14,940 shares worth $674K. The position accounts for ﹤0.01% of the portfolio, ranked #2981.

Commonwealth Equity Services first reported a position in LMND in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.51M in Q2 2021. 79 funds tracked by Wall St. Rank hold LMND as of Q3 2026.

  • Commonwealth Equity Services held 14,940 shares of Lemonade worth $674K as of Q3 2026.
  • Commonwealth Equity Services bought 1,626 Lemonade shares in Q3 2026, an estimated $90.4K.
  • Lemonade made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2981 holding.
  • Commonwealth Equity Services first reported a position in Lemonade in Q4 2020 and has held it in 21 quarters since.
  • Commonwealth Equity Services's Lemonade position peaked at $2.51M in Q2 2021.
  • 79 funds tracked by Wall St. Rank held Lemonade as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.