AF
LFT

Allworth Financial’s Lument Finance Trust LFT Stock Holding History

Allworth Financial’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$138 Buy
149
+84
+129% +$96 ﹤0.01% 4999
2026
Q1 		$82 Buy
65
+59
+983% +$80 ﹤0.01% 5024
2025
Q4 		$9 Buy
+6
New +$10 ﹤0.01% 4961

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Allworth Financial's LFT Position: Q2 2026 in Review

Allworth Financial increased its Lument Finance Trust (LFT) stake by 129% in Q2 2026, buying an estimated $96 and bringing the position to 149 shares worth $138. The position accounts for ﹤0.01% of the portfolio, ranked #4999.

Allworth Financial first reported a position in LFT in Q4 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • Allworth Financial held 149 shares of Lument Finance Trust worth $138 as of Q2 2026.
  • Allworth Financial bought 84 Lument Finance Trust shares in Q2 2026, an estimated $96.
  • Lument Finance Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4999 holding.
  • Allworth Financial first reported a position in Lument Finance Trust in Q4 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.