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Ares Financial Consulting’s Lumen LUMN Stock Holding History

Ares Financial Consulting’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 		$123 Hold
16
– – ﹤0.01% 1118
2026
Q1 		$113 Hold
16
– – ﹤0.01% 1055
2025
Q4 		$124 Buy
+16
New +$132 ﹤0.01% 882

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

Ares Financial Consulting's LUMN Position: Q2 2026 in Review

Ares Financial Consulting held its Lumen (LUMN) position steady in Q2 2026 at 16 shares worth $123. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Ares Financial Consulting first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $124 in Q4 2025. 267 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Ares Financial Consulting held 16 shares of Lumen worth $123 as of Q2 2026.
  • Ares Financial Consulting left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Ares Financial Consulting's portfolio in Q2 2026, its #1118 holding.
  • Ares Financial Consulting first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Ares Financial Consulting's Lumen position peaked at $124 in Q4 2025.
  • 267 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.