JWA
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JFS Wealth Advisors’s Lifestance Health LFST Stock Holding History

JFS Wealth Advisors’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 		$2.59K Buy
242
+28
+13% +$216 ﹤0.01% 1525
2026
Q1 		$1.36K Buy
214
+13
+6% +$90 ﹤0.01% 1603
2025
Q4 		$1.42K Buy
201
+104
+107% +$628 ﹤0.01% 1635
2025
Q3 		$534 Buy
97
+74
+322% +$363 ﹤0.01% 1751
2025
Q2 		$119 Sell
23
-155
-87% -$929 ﹤0.01% 1803
2025
Q1 		$1.19K Sell
178
-8
-4% -$61 ﹤0.01% 1615
2024
Q4 		$1.37K Buy
186
+175
+1,591% +$1.26K ﹤0.01% 1610
2024
Q3 		$77 Buy
11
+3
+38% +$18 ﹤0.01% 1915
2024
Q2 		$40 Hold
8
– – ﹤0.01% 1965
2024
Q1 		$50 Hold
8
– – ﹤0.01% 1977
2023
Q4 		$63 Sell
8
-55
-87% -$355 ﹤0.01% 1972
2023
Q3 		$433 Buy
+63
New +$511 ﹤0.01% 1769

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

JFS Wealth Advisors's LFST Position: Q2 2026 in Review

JFS Wealth Advisors increased its Lifestance Health (LFST) stake by 13% in Q2 2026, buying an estimated $216 and bringing the position to 242 shares worth $2.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

JFS Wealth Advisors first reported a position in LFST in Q3 2023 and has held it in 12 quarters since. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • JFS Wealth Advisors held 242 shares of Lifestance Health worth $2.59K as of Q2 2026.
  • JFS Wealth Advisors bought 28 Lifestance Health shares in Q2 2026, an estimated $216.
  • Lifestance Health made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1525 holding.
  • JFS Wealth Advisors first reported a position in Lifestance Health in Q3 2023 and has held it in 12 quarters since.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.