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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Lyft LYFT Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.39K Buy
643
+268
+71% +$3.75K ﹤0.01% 448
2026
Q1 		$4.99K Sell
375
-375
-50% -$5.81K ﹤0.01% 432
2025
Q4 		$14.5K Hold
750
– – ﹤0.01% 387
2025
Q3 		$16.5K Hold
750
– – 0.01% 366
2025
Q2 		$11.8K Hold
750
– – ﹤0.01% 349
2025
Q1 		$8.9K Buy
+750
New +$9.76K ﹤0.01% 370

Other funds holding LYFT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LYFT Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Lyft (LYFT) stake by 71% in Q2 2026, buying an estimated $3.75K and bringing the position to 643 shares worth $9.39K. The position accounts for ﹤0.01% of the portfolio, ranked #448.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LYFT in Q1 2025 and has held it in 6 quarters since. The position peaked at $16.5K in Q3 2025. 235 funds tracked by Wall St. Rank hold LYFT as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 643 shares of Lyft worth $9.39K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 268 Lyft shares in Q2 2026, an estimated $3.75K.
  • Lyft made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #448 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Lyft in Q1 2025 and has held it in 6 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Lyft position peaked at $16.5K in Q3 2025.
  • 235 funds tracked by Wall St. Rank held Lyft as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.