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Principal Securities’s LifeVantage LFVN Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-29
Closed -$282 – 2587
2025
Q3 		$282 Hold
29
– – ﹤0.01% 3617
2025
Q2 		$379 Hold
29
– – ﹤0.01% 3523
2025
Q1 		$508 Hold
29
– – ﹤0.01% 3350
2024
Q4 		$508 Hold
29
– – ﹤0.01% 3344
2024
Q3 		$350 Hold
29
– – ﹤0.01% 3323
2024
Q2 		$186 Hold
29
– – ﹤0.01% 3317
2024
Q1 		$175 Buy
+29
New +$183 ﹤0.01% 3251

Other funds holding LFVN

CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Securities's LFVN Position: Q4 2025 in Review

Principal Securities sold out of LifeVantage (LFVN) in Q4 2025, closing a stake of 29 shares — an estimated $282 sold.

Principal Securities first reported a position in LFVN in Q1 2024 and held it in 7 quarters. The position peaked at $508 in Q1 2025. 111 funds tracked by Wall St. Rank hold LFVN as of Q4 2025.

  • Principal Securities reported no remaining LifeVantage position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 29 LifeVantage shares in Q4 2025, an estimated $282.
  • Principal Securities first reported a position in LifeVantage in Q1 2024 and held it in 7 quarters.
  • Principal Securities's LifeVantage position peaked at $508 in Q1 2025.
  • 111 funds tracked by Wall St. Rank held LifeVantage as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.