JWA
LFST icon

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

EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B 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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 26.88% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return