Beacon Investment Advisory Services’s Lumen LUMN Stock Holding History

Beacon Investment 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
2026 Q2	$1.31K	Buy	+170	New	+$1.49K	﹤0.01%	774

Other funds holding LUMN

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Beacon Investment Advisory Services's LUMN Position: Q2 2026 in Review

Beacon Investment Advisory Services opened a new position in Lumen (LUMN) in Q2 2026: 170 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #774 among its holdings.

64 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Beacon Investment Advisory Services held 170 shares of Lumen worth $1.31K as of Q2 2026.
Lumen was a new Beacon Investment Advisory Services position in Q2 2026.
Lumen made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #774 holding.
64 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.