Root Financial Partners
LFST icon

Root Financial Partners’s Lifestance Health LFST Stock Holding History

Root Financial Partners’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
Q3 		$17.2K Buy
+1,427
New +$16.8K ﹤0.01% 1630
2026
Q2 		– Sell
-1,009
Closed -$6.43K – 1951
2026
Q1 		$6.43K Buy
1,009
+56
+6% +$390 ﹤0.01% 1856
2025
Q4 		$6.71K Buy
953
+386
+68% +$2.33K ﹤0.01% 1663
2025
Q3 		$3.12K Buy
+567
New +$2.78K ﹤0.01% 1874

Other funds holding LFST

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Summit Partners
Summit Partners Boston, Massachusetts $491M AUM 11.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Marshall Wace
Marshall Wace London, United Kingdom $114B AUM 35.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's LFST Position: Q3 2026 in Review

Root Financial Partners opened a new position in Lifestance Health (LFST) in Q3 2026: 1,427 shares worth $17.2K. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LFST as recently as Q1 2026.

Root Financial Partners first reported a position in LFST in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

  • Root Financial Partners held 1,427 shares of Lifestance Health worth $17.2K as of Q3 2026.
  • Lifestance Health was a new Root Financial Partners position in Q3 2026.
  • Lifestance Health made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1630 holding.
  • Root Financial Partners first reported a position in Lifestance Health in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.