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Pinnacle Wealth Planning Services’s Lifestance Health LFST Stock Holding History

Pinnacle Wealth Planning Services’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 		$2.28K Buy
+213
New +$1.65K ﹤0.01% 2449

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

Pinnacle Wealth Planning Services's LFST Position: Q2 2026 in Review

Pinnacle Wealth Planning Services opened a new position in Lifestance Health (LFST) in Q2 2026: 213 shares worth $2.28K. The stake represents ﹤0.01% of the portfolio and ranks #2449 among its holdings.

287 funds tracked by Wall St. Rank hold LFST as of Q2 2026.

  • Pinnacle Wealth Planning Services held 213 shares of Lifestance Health worth $2.28K as of Q2 2026.
  • Lifestance Health was a new Pinnacle Wealth Planning Services position in Q2 2026.
  • Lifestance Health made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2449 holding.
  • 287 funds tracked by Wall St. Rank held Lifestance Health as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.