Independent Financial Group’s Lifestance Health LFST Stock Holding History

Independent 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	$1.4M	Buy	+116,760	New	+$1.38M	0.03%	567

Other funds holding LFST

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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

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

Independent Financial Group opened a new position in Lifestance Health (LFST) in Q3 2026: 116,760 shares worth $1.4M. The stake represents 0.03% of the portfolio and ranks #567 among its holdings.

16 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

Independent Financial Group held 116,760 shares of Lifestance Health worth $1.4M as of Q3 2026.
Lifestance Health was a new Independent Financial Group position in Q3 2026.
Lifestance Health made up 0.03% of Independent Financial Group's portfolio in Q3 2026, its #567 holding.
16 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

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