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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Alerus Financial's LUMN Position: Q1 2026 in Review

Alerus Financial held its Lumen (LUMN) position steady in Q1 2026 at 169 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Alerus Financial first reported a position in LUMN in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.31K in Q4 2025. 592 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Alerus Financial held 169 shares of Lumen worth $1.18K as of Q1 2026.
Alerus Financial left its Lumen share count unchanged in Q1 2026.
Lumen made up ﹤0.01% of Alerus Financial's portfolio in Q1 2026, its #466 holding.
Alerus Financial first reported a position in Lumen in Q3 2025 and has held it in 3 quarters since.
Alerus Financial's Lumen position peaked at $1.31K in Q4 2025.
592 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Alerus Financial's 13F filing for Q1 2026, filed 12 May 2026.