Superior Planning, LLC’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Superior Planning, LLC’s Portfolio LUMN Stock Details LUMN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$128	Buy	+23	New	+$147	﹤0.01%	2070

Other funds holding LUMN

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Superior Planning, LLC's LUMN Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2026: 23 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #2070 among its holdings.

404 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

Superior Planning, LLC held 23 shares of Lumen Technologies, Inc. Common Stock worth $128 as of Q3 2026.
Lumen Technologies, Inc. Common Stock was a new Superior Planning, LLC position in Q3 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #2070 holding.
404 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.