Everhart Financial Group
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Everhart Financial Group’s Lifestance Health LFST Stock Holding History

Everhart Financial Group’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 		$1.36M Buy
112,844
+1,435
+1% +$16.9K 0.08% 124
2026
Q2 		$1.19M Sell
111,409
-4,992
-4% -$38.6K 0.08% 142
2026
Q1 		$741K Buy
116,401
+4,650
+4% +$32.4K 0.06% 220
2025
Q4 		$787K Buy
+111,751
New +$674K 0.07% 195

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WA
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Independent Financial Group
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Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Old National Bancorp
Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return
Cedar Mountain Advisors
Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return
Smithbridge Asset Management
Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Everhart Financial Group's LFST Position: Q3 2026 in Review

Everhart Financial Group increased its Lifestance Health (LFST) stake by 1.3% in Q3 2026, buying an estimated $16.9K and bringing the position to 112,844 shares worth $1.36M. The position accounts for 0.08% of the portfolio, ranked #124.

Everhart Financial Group first reported a position in LFST in Q4 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

  • Everhart Financial Group held 112,844 shares of Lifestance Health worth $1.36M as of Q3 2026.
  • Everhart Financial Group bought 1,435 Lifestance Health shares in Q3 2026, an estimated $16.9K.
  • Lifestance Health made up 0.08% of Everhart Financial Group's portfolio in Q3 2026, its #124 holding.
  • Everhart Financial Group first reported a position in Lifestance Health in Q4 2025 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.