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Global Financial Private Client’s Lifestance Health LFST Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-175
Closed -$1.17K – 982
2025
Q1 		$1.17K Buy
175
+160
+1,067% +$1.22K ﹤0.01% 1024
2024
Q4 		$111 Buy
+15
New +$108 ﹤0.01% 1456

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Global Financial Private Client's LFST Position: Q2 2025 in Review

Global Financial Private Client sold out of Lifestance Health (LFST) in Q2 2025, closing a stake of 175 shares — an estimated $1.17K sold.

Global Financial Private Client first reported a position in LFST in Q4 2024 and held it in 2 quarters. The position peaked at $1.17K in Q1 2025. 194 funds tracked by Wall St. Rank hold LFST as of Q2 2025.

  • Global Financial Private Client reported no remaining Lifestance Health position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 175 Lifestance Health shares in Q2 2025, an estimated $1.17K.
  • Global Financial Private Client first reported a position in Lifestance Health in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Lifestance Health position peaked at $1.17K in Q1 2025.
  • 194 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.