Jones Financial Companies
LFST icon

Jones Financial Companies’s Lifestance Health LFST Stock Holding History

Jones Financial Companies’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 		$68.4K Buy
6,653
+4,025
+153% +$31.1K ﹤0.01% 2989
2026
Q1 		$16.6K Buy
+2,628
New +$18.3K ﹤0.01% 3365
2025
Q3 		– Sell
-183
Closed -$942 – 4318
2025
Q2 		$942 Buy
+183
New +$1.1K ﹤0.01% 3665

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

Jones Financial Companies's LFST Position: Q2 2026 in Review

Jones Financial Companies increased its Lifestance Health (LFST) stake by 153% in Q2 2026, buying an estimated $31.1K and bringing the position to 6,653 shares worth $68.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Jones Financial Companies first reported a position in LFST in Q2 2025 and has held it in 3 quarters since. 287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Jones Financial Companies held 6,653 shares of Lifestance Health worth $68.4K as of Q2 2026.
  • Jones Financial Companies bought 4,025 Lifestance Health shares in Q2 2026, an estimated $31.1K.
  • Lifestance Health made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2989 holding.
  • Jones Financial Companies first reported a position in Lifestance Health in Q2 2025 and has held it in 3 quarters since.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.