Rise Advisors’s Lifestance Health LFST Stock Holding History

Rise Advisors’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	-166	Closed	-$913	–	840
2025 Q3	$913	Buy	+166	New	+$813	﹤0.01%	1292

Other funds holding LFST

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Summit Partners Boston, Massachusetts $609M AUM 7.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rise Advisors's LFST Position: Q4 2025 in Review

Rise Advisors sold out of Lifestance Health (LFST) in Q4 2025, closing a stake of 166 shares — an estimated $913 sold.

Rise Advisors first reported a position in LFST in Q3 2025 and held it in 1 quarter. The position peaked at $913 in Q3 2025. 204 funds tracked by Wall St. Rank hold LFST as of Q4 2025.

Rise Advisors reported no remaining Lifestance Health position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 166 Lifestance Health shares in Q4 2025, an estimated $913.
Rise Advisors first reported a position in Lifestance Health in Q3 2025 and held it in 1 quarter.
Rise Advisors's Lifestance Health position peaked at $913 in Q3 2025.
204 funds tracked by Wall St. Rank held Lifestance Health as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.