USA Financial Formulas’s Lifestance Health LFST Stock Holding History

USA Financial Formulas’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 Q3	$70.7K	Buy	+5,879	New	+$69.3K	0.01%	204

Other funds holding LFST

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

USA Financial Formulas's LFST Position: Q3 2026 in Review

USA Financial Formulas opened a new position in Lifestance Health (LFST) in Q3 2026: 5,879 shares worth $70.7K. The stake represents 0.01% of the portfolio and ranks #204 among its holdings.

27 funds tracked by Wall St. Rank hold LFST as of Q3 2026.

USA Financial Formulas held 5,879 shares of Lifestance Health worth $70.7K as of Q3 2026.
Lifestance Health was a new USA Financial Formulas position in Q3 2026.
Lifestance Health made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #204 holding.
27 funds tracked by Wall St. Rank held Lifestance Health as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.