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Ameritas Advisory Services’s Lumen LUMN Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-2,174
Closed -$13.3K – 1624
2025
Q3 		$13.3K Sell
2,174
-468
-18% -$2.25K ﹤0.01% 1569
2025
Q2 		$11.6K Buy
+2,642
New +$10.2K ﹤0.01% 1953
2023
Q2 		– Sell
-2,759
Closed -$7.21K – 1706
2023
Q1 		$7.21K Buy
+2,759
New +$11.1K ﹤0.01% 2028

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Ameritas Advisory Services's LUMN Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Lumen (LUMN) in Q4 2025, closing a stake of 2,174 shares — an estimated $13.3K sold.

Ameritas Advisory Services first reported a position in LUMN in Q1 2023 and held it in 3 quarters. The position peaked at $13.3K in Q3 2025. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,174 Lumen shares in Q4 2025, an estimated $13.3K.
  • Ameritas Advisory Services first reported a position in Lumen in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Lumen position peaked at $13.3K in Q3 2025.
  • 596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.