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
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 $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Allworth Financial's LFT Position: Q1 2026 in Review

Allworth Financial increased its Lument Finance Trust (LFT) stake by 983% in Q1 2026, buying an estimated $80 and bringing the position to 65 shares worth $82. The position accounts for ﹤0.01% of the portfolio, ranked #5024.

Allworth Financial first reported a position in LFT in Q4 2025 and has held it in 2 quarters since. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Allworth Financial held 65 shares of Lument Finance Trust worth $82 as of Q1 2026.
  • Allworth Financial bought 59 Lument Finance Trust shares in Q1 2026, an estimated $80.
  • Lument Finance Trust made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5024 holding.
  • Allworth Financial first reported a position in Lument Finance Trust in Q4 2025 and has held it in 2 quarters since.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.