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Summit Financial’s Lyft LYFT Stock Holding History

Summit Financial’s Portfolio LYFT Stock Details LYFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-25,855
Closed -$407K – 1255
2025
Q2 		$407K Sell
25,855
-36,304
-58% -$509K 0.01% 611
2025
Q1 		$738K Sell
62,159
-6,308
-9% -$82.1K 0.02% 431
2024
Q4 		$883K Sell
68,467
-7,940
-10% -$118K 0.03% 341
2024
Q3 		$974K Buy
76,407
+3,477
+5% +$41.5K 0.04% 266
2024
Q2 		$1.03M Buy
72,930
+59,632
+448% +$968K 0.05% 223
2024
Q1 		$257K Sell
13,298
-3,750
-22% -$57.5K 0.02% 339
2023
Q4 		$256K Sell
17,048
-1,078
-6% -$12.6K 0.02% 313
2023
Q3 		$191K Buy
18,126
+446
+3% +$4.97K 0.01% 325
2023
Q2 		$170K Buy
17,680
+101
+0.6% +$971 0.01% 314
2023
Q1 		$163K Sell
17,579
-36
-0.2% -$435 0.01% 253
2022
Q4 		$194K Buy
17,615
+567
+3% +$6.84K 0.02% 242
2022
Q3 		$225K Buy
17,048
+191
+1% +$2.94K 0.02% 235
2022
Q2 		$224K Sell
16,857
-32
-0.2% -$746 0.02% 220
2022
Q1 		$649K Buy
+16,889
New +$661K 0.05% 157

Other funds holding LYFT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Summit Financial's LYFT Position: Q3 2025 in Review

Summit Financial sold out of Lyft (LYFT) in Q3 2025, closing a stake of 25,855 shares — an estimated $407K sold.

Summit Financial first reported a position in LYFT in Q1 2022 and held it in 14 quarters. The position peaked at $1.03M in Q2 2024. 548 funds tracked by Wall St. Rank hold LYFT as of Q3 2025.

  • Summit Financial reported no remaining Lyft position as of Q3 2025 after selling out during the quarter.
  • Summit Financial sold 25,855 Lyft shares in Q3 2025, an estimated $407K.
  • Summit Financial first reported a position in Lyft in Q1 2022 and held it in 14 quarters.
  • Summit Financial's Lyft position peaked at $1.03M in Q2 2024.
  • 548 funds tracked by Wall St. Rank held Lyft as of Q3 2025.

Based on Summit Financial's 13F filing for Q3 2025, filed 14 Nov 2025.