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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
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

Other funds holding LFST

ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Everhart Financial Group's LFST Position: Q2 2026 in Review

Everhart Financial Group reduced its Lifestance Health (LFST) stake by 4.3% in Q2 2026, selling an estimated $38.6K and leaving 111,409 shares worth $1.19M. The position accounts for 0.08% of the portfolio, ranked #142.

Everhart Financial Group first reported a position in LFST in Q4 2025 and has held it in 3 quarters since. 22 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Everhart Financial Group held 111,409 shares of Lifestance Health worth $1.19M as of Q2 2026.
  • Everhart Financial Group sold 4,992 Lifestance Health shares in Q2 2026, an estimated $38.6K.
  • Lifestance Health made up 0.08% of Everhart Financial Group's portfolio in Q2 2026, its #142 holding.
  • Everhart Financial Group first reported a position in Lifestance Health in Q4 2025 and has held it in 3 quarters since.
  • 22 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.