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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
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

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SP
Summit Partners Boston, Massachusetts $670M AUM 6.71% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SPIG
Silversmith Partners I GP Boston, Massachusetts $39.2M AUM
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Root Financial Partners's LFST Position: Q1 2026 in Review

Root Financial Partners increased its Lifestance Health (LFST) stake by 5.9% in Q1 2026, buying an estimated $390 and bringing the position to 1,009 shares worth $6.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

Root Financial Partners first reported a position in LFST in Q3 2025 and has held it in 3 quarters since. The position peaked at $6.71K in Q4 2025. 229 funds tracked by Wall St. Rank hold LFST as of Q1 2026.

  • Root Financial Partners held 1,009 shares of Lifestance Health worth $6.43K as of Q1 2026.
  • Root Financial Partners bought 56 Lifestance Health shares in Q1 2026, an estimated $390.
  • Lifestance Health made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1856 holding.
  • Root Financial Partners first reported a position in Lifestance Health in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Lifestance Health position peaked at $6.71K in Q4 2025.
  • 229 funds tracked by Wall St. Rank held Lifestance Health as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.