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Essential Partners’s Lifestance Health LFST Stock Holding History

Essential Partners’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 		$17.9K Hold
1,484
– – 0.01% 960
2026
Q2 		$15.9K Sell
1,484
-616
-29% -$4.76K 0.01% 1001
2026
Q1 		$13.4K Buy
2,100
+590
+39% +$4.11K ﹤0.01% 1104
2025
Q4 		$10.6K Sell
1,510
-362
-19% -$2.18K ﹤0.01% 1152
2025
Q3 		$10.3K Buy
+1,872
New +$9.17K ﹤0.01% 1145

Other funds holding LFST

IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Essential Partners's LFST Position: Q3 2026 in Review

Essential Partners held its Lifestance Health (LFST) position steady in Q3 2026 at 1,484 shares worth $17.9K. The position accounts for 0.01% of the portfolio, ranked #960.

Essential Partners first reported a position in LFST in Q3 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

  • Essential Partners held 1,484 shares of Lifestance Health worth $17.9K as of Q3 2026.
  • Essential Partners left its Lifestance Health share count unchanged in Q3 2026.
  • Lifestance Health made up 0.01% of Essential Partners's portfolio in Q3 2026, its #960 holding.
  • Essential Partners first reported a position in Lifestance Health in Q3 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.