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Beacon Pointe Advisors’s Lumen LUMN Stock Holding History

Beacon Pointe Advisors’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 		$81.5K Sell
10,618
-35,869
-77% -$314K ﹤0.01% 1879
2026
Q1 		$323K Buy
+46,487
New +$352K ﹤0.01% 1497
2025
Q2 		– Sell
-10,120
Closed -$39.7K – 1272
2025
Q1 		$39.7K Buy
+10,120
New +$50.4K ﹤0.01% 1202
2023
Q2 		– Sell
-11,914
Closed -$31.6K – 1150
2023
Q1 		$31.6K Sell
11,914
-15,880
-57% -$64.1K ﹤0.01% 1125
2022
Q4 		$145K Buy
27,794
+16,414
+144% +$101K ﹤0.01% 1015
2022
Q3 		$82K Sell
11,380
-797
-7% -$8.11K ﹤0.01% 967
2022
Q2 		$132K Sell
12,177
-510,363
-98% -$5.73M ﹤0.01% 995
2022
Q1 		$5.89M Buy
522,540
+443,938
+565% +$5.08M 0.08% 227
2021
Q4 		$986K Buy
78,602
+48,872
+164% +$622K 0.03% 382
2021
Q3 		$368K Sell
29,730
-40,525
-58% -$508K 0.01% 628
2021
Q2 		$955K Buy
70,255
+53,362
+316% +$736K 0.03% 345
2021
Q1 		$224K Buy
+16,893
New +$210K 0.01% 465

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

Beacon Pointe Advisors's LUMN Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Lumen (LUMN) stake by 77% in Q2 2026, selling an estimated $314K and leaving 10,618 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Beacon Pointe Advisors first reported a position in LUMN in Q1 2021 and has held it in 12 quarters since. The position peaked at $5.89M in Q1 2022. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Beacon Pointe Advisors held 10,618 shares of Lumen worth $81.5K as of Q2 2026.
  • Beacon Pointe Advisors sold 35,869 Lumen shares in Q2 2026, an estimated $314K.
  • Lumen made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1879 holding.
  • Beacon Pointe Advisors first reported a position in Lumen in Q1 2021 and has held it in 12 quarters since.
  • Beacon Pointe Advisors's Lumen position peaked at $5.89M in Q1 2022.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.