Mackenzie Financial
LFST icon

Mackenzie Financial’s Lifestance Health LFST Stock Holding History

Mackenzie Financial’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
Q4 		– Sell
-35,771
Closed -$197K – 1757
2025
Q3 		$197K Sell
35,771
-211,072
-86% -$1.03M ﹤0.01% 1565
2025
Q2 		$1.28M Buy
246,843
+45,892
+23% +$275K ﹤0.01% 954
2025
Q1 		$1.34M Buy
+200,951
New +$1.53M ﹤0.01% 895

Other funds holding LFST

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return