SWM
LFS

SHP Wealth Management’s Leifras Co LFS Stock Holding History

SHP Wealth Management’s Portfolio LFS Stock Details LFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5 Hold
2
– – ﹤0.01% 1814
2025
Q4 		$6 Buy
+2
New +$8 ﹤0.01% 1556

Other funds holding LFS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

SHP Wealth Management's LFS Position: Q1 2026 in Review

SHP Wealth Management held its Leifras Co (LFS) position steady in Q1 2026 at 2 shares worth $5. The position accounts for ﹤0.01% of the portfolio, ranked #1814.

SHP Wealth Management first reported a position in LFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $6 in Q4 2025. 4 funds tracked by Wall St. Rank hold LFS as of Q1 2026.

  • SHP Wealth Management held 2 shares of Leifras Co worth $5 as of Q1 2026.
  • SHP Wealth Management left its Leifras Co share count unchanged in Q1 2026.
  • Leifras Co made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1814 holding.
  • SHP Wealth Management first reported a position in Leifras Co in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Leifras Co position peaked at $6 in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Leifras Co as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.