Axa
LFT

Axa’s Lument Finance Trust LFT Stock Holding History

Axa’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 		$4.21M Hold
3,340,780
– – 1.64% 13
2025
Q4 		$4.71M Hold
3,340,780
– – 2.23% 12
2025
Q3 		$6.75M Hold
3,340,780
– – 3.38% 9
2025
Q2 		$7.38M Hold
3,340,780
– – 0.02% 469
2025
Q1 		$8.72M Hold
3,340,780
– – 0.03% 409
2024
Q4 		$8.62M Hold
3,340,780
– – 0.03% 410
2024
Q3 		$8.45M Hold
3,340,780
– – 0.03% 429
2024
Q2 		$8.02M Hold
3,340,780
– – 0.02% 429
2024
Q1 		$8.32M Hold
3,340,780
– – 0.02% 447
2023
Q4 		$7.78M Hold
3,340,780
– – 0.03% 449
2023
Q3 		$6.95M Hold
3,340,780
– – 0.02% 470
2023
Q2 		$6.35M Hold
3,340,780
– – 0.02% 500
2023
Q1 		$6.75M Hold
3,340,780
– – 0.02% 490
2022
Q4 		$6.35M Hold
3,340,780
– – 0.02% 532
2022
Q3 		$7.22M Buy
3,340,780
+10,230
+0.3% +$25.4K 0.03% 499
2022
Q2 		$7.93M Sell
3,330,550
-10,230
-0.3% -$26.4K 0.03% 476
2022
Q1 		$9.15M Hold
3,340,780
– – 0.03% 499
2021
Q4 		$12.8M Hold
3,340,780
– – 0.03% 440
2021
Q3 		$13.2M Hold
3,340,780
– – 0.04% 422
2021
Q2 		$14.1M Hold
3,340,780
– – 0.04% 440
2021
Q1 		$11.8M Hold
3,340,780
– – 0.04% 477
2020
Q4 		$10.9M Hold
3,340,780
– – 0.03% 496
2020
Q3 		$9.12M Hold
3,340,780
– – 0.03% 483
2020
Q2 		$8.85M Hold
3,340,780
– – 0.03% 464
2020
Q1 		$6.18M Hold
3,340,780
– – 0.03% 470
2019
Q4 		$10.8M Hold
3,340,780
– – 0.04% 429
2019
Q3 		$11.2M Hold
3,340,780
– – 0.04% 436
2019
Q2 		$11.4M Hold
3,340,780
– – 0.04% 438
2019
Q1 		$11.7M Hold
3,340,780
– – 0.05% 420
2018
Q4 		$9.55M Hold
3,340,780
– – 0.04% 426
2018
Q3 		$12.5M Buy
+3,340,780
New +$11.7M 0.05% 409

Other funds holding LFT

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
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Axa's LFT Position: Q1 2026 in Review

Axa held its Lument Finance Trust (LFT) position steady in Q1 2026 at 3,340,780 shares worth $4.21M. The position accounts for 1.64% of the portfolio, ranked #13.

Axa first reported a position in LFT in Q3 2018 and has held it in 31 quarters since. The position peaked at $14.1M in Q2 2021. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Axa held 3,340,780 shares of Lument Finance Trust worth $4.21M as of Q1 2026.
  • Axa left its Lument Finance Trust share count unchanged in Q1 2026.
  • Lument Finance Trust made up 1.64% of Axa's portfolio in Q1 2026, its #13 holding.
  • Axa first reported a position in Lument Finance Trust in Q3 2018 and has held it in 31 quarters since.
  • Axa's Lument Finance Trust position peaked at $14.1M in Q2 2021.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

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