PWPS
LFVN icon

Pinnacle Wealth Planning Services’s LifeVantage LFVN Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio LFVN Stock Details LFVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.06K Hold
330
– – ﹤0.01% 2470
2026
Q1 		$1.43K Buy
+330
New +$1.73K ﹤0.01% 2502

Other funds holding LFVN

CM
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Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Pinnacle Wealth Planning Services held its LifeVantage (LFVN) position steady in Q2 2026 at 330 shares worth $2.06K. The position accounts for ﹤0.01% of the portfolio, ranked #2470.

Pinnacle Wealth Planning Services first reported a position in LFVN in Q1 2026 and has held it in 2 quarters since. 89 funds tracked by Wall St. Rank hold LFVN as of Q2 2026.

  • Pinnacle Wealth Planning Services held 330 shares of LifeVantage worth $2.06K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its LifeVantage share count unchanged in Q2 2026.
  • LifeVantage made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2470 holding.
  • Pinnacle Wealth Planning Services first reported a position in LifeVantage in Q1 2026 and has held it in 2 quarters since.
  • 89 funds tracked by Wall St. Rank held LifeVantage as of Q2 2026.

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