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Alerus Financial’s Lumen LUMN Stock Holding History

Alerus Financial’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
Q2 		$1.3K Hold
169
– – ﹤0.01% 461
2026
Q1 		$1.18K Hold
169
– – ﹤0.01% 466
2025
Q4 		$1.31K Hold
169
– – ﹤0.01% 470
2025
Q3 		$1.03K Buy
+169
New +$811 ﹤0.01% 497

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Alerus Financial's LUMN Position: Q2 2026 in Review

Alerus Financial held its Lumen (LUMN) position steady in Q2 2026 at 169 shares worth $1.3K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Alerus Financial first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31K in Q4 2025. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Alerus Financial held 169 shares of Lumen worth $1.3K as of Q2 2026.
  • Alerus Financial left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Alerus Financial's portfolio in Q2 2026, its #461 holding.
  • Alerus Financial first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • Alerus Financial's Lumen position peaked at $1.31K in Q4 2025.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Alerus Financial's 13F filing for Q2 2026, filed 14 Aug 2026.