BFS
LUMN icon

Bare Financial Services’s Lumen LUMN Stock Holding History

Bare Financial 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
2026
Q2 		$17.8K Buy
2,319
+1,174
+103% +$10.3K ﹤0.01% 326
2026
Q1 		$7.96K Buy
1,145
+311
+37% +$2.35K ﹤0.01% 458
2025
Q4 		$6.48K Buy
+834
New +$6.87K ﹤0.01% 429

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bare Financial Services's LUMN Position: Q2 2026 in Review

Bare Financial Services increased its Lumen (LUMN) stake by 103% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,319 shares worth $17.8K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Bare Financial Services first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Bare Financial Services held 2,319 shares of Lumen worth $17.8K as of Q2 2026.
  • Bare Financial Services bought 1,174 Lumen shares in Q2 2026, an estimated $10.3K.
  • Lumen made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #326 holding.
  • Bare Financial Services first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.