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Merit Financial Group’s Lifestance Health LFST Stock Holding History

Merit 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
Q2 		$398K Buy
37,122
+20,938
+129% +$162K ﹤0.01% 1633
2026
Q1 		$103K Buy
+16,184
New +$113K ﹤0.01% 2007

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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Merit Financial Group's LFST Position: Q2 2026 in Review

Merit Financial Group increased its Lifestance Health (LFST) stake by 129% in Q2 2026, buying an estimated $162K and bringing the position to 37,122 shares worth $398K. The position accounts for ﹤0.01% of the portfolio, ranked #1633.

Merit Financial Group first reported a position in LFST in Q1 2026 and has held it in 2 quarters since. 22 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Merit Financial Group held 37,122 shares of Lifestance Health worth $398K as of Q2 2026.
  • Merit Financial Group bought 20,938 Lifestance Health shares in Q2 2026, an estimated $162K.
  • Lifestance Health made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1633 holding.
  • Merit Financial Group first reported a position in Lifestance Health in Q1 2026 and has held it in 2 quarters since.
  • 22 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.