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Sunbelt Securities’s LifeVantage LFVN Stock Holding History

Sunbelt Securities’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
Q1 		$9 Sell
2
-1
-33% -$5 ﹤0.01% 2923
2025
Q4 		$18 Buy
+3
New +$22 ﹤0.01% 2735

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BlackRock
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VCM
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Sunbelt Securities's LFVN Position: Q1 2026 in Review

Sunbelt Securities reduced its LifeVantage (LFVN) stake by 33% in Q1 2026, selling an estimated $5 and leaving 2 shares worth $9. The position accounts for ﹤0.01% of the portfolio, ranked #2923.

Sunbelt Securities first reported a position in LFVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $18 in Q4 2025. 104 funds tracked by Wall St. Rank hold LFVN as of Q1 2026.

  • Sunbelt Securities held 2 shares of LifeVantage worth $9 as of Q1 2026.
  • Sunbelt Securities sold 1 LifeVantage share in Q1 2026, an estimated $5.
  • LifeVantage made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #2923 holding.
  • Sunbelt Securities first reported a position in LifeVantage in Q4 2025 and has held it in 2 quarters since.
  • Sunbelt Securities's LifeVantage position peaked at $18 in Q4 2025.
  • 104 funds tracked by Wall St. Rank held LifeVantage as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.