Root Financial Partners
LFVN icon

Root Financial Partners’s LifeVantage LFVN Stock Holding History

Root Financial Partners’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
Q3 		$6 Buy
+1
New +$6 ﹤0.01% 3812
2026
Q2 		– Sell
-6
Closed -$26 – 1953
2026
Q1 		$26 Buy
+6
New +$31 ﹤0.01% 3425

Other funds holding LFVN

CM
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Indivisible Partners
Indivisible Partners Clearwater, Florida $2.18B AUM 33.61% 1-Year Est. Return
Perkins Capital Management
Perkins Capital Management Wayzata, Minnesota $140M AUM 109.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Root Financial Partners opened a new position in LifeVantage (LFVN) in Q3 2026: 1 share worth $6. The stake represents ﹤0.01% of the portfolio and ranks #3812 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in LFVN as recently as Q1 2026.

Root Financial Partners first reported a position in LFVN in Q1 2026 and has held it in 2 quarters since. The position peaked at $26 in Q1 2026. 41 funds tracked by Wall St. Rank hold LFVN as of Q3 2026.

  • Root Financial Partners held 1 share of LifeVantage worth $6 as of Q3 2026.
  • LifeVantage was a new Root Financial Partners position in Q3 2026.
  • LifeVantage made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3812 holding.
  • Root Financial Partners first reported a position in LifeVantage in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's LifeVantage position peaked at $26 in Q1 2026.
  • 41 funds tracked by Wall St. Rank held LifeVantage as of Q3 2026.

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