Berger Financial Group’s Lumen LUMN Stock Holding History

Berger Financial Group’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	$104K	Buy	13,504 +1,880	+16%	+$16.5K	0.01%	477
2026 Q1	$80.8K	Buy	+11,624	New	+$88K	﹤0.01%	468

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Berger Financial Group's LUMN Position: Q2 2026 in Review

Berger Financial Group increased its Lumen (LUMN) stake by 16% in Q2 2026, buying an estimated $16.5K and bringing the position to 13,504 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #477.

Berger Financial Group first reported a position in LUMN in Q1 2026 and has held it in 2 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Berger Financial Group held 13,504 shares of Lumen worth $104K as of Q2 2026.
Berger Financial Group bought 1,880 Lumen shares in Q2 2026, an estimated $16.5K.
Lumen made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #477 holding.
Berger Financial Group first reported a position in Lumen in Q1 2026 and has held it in 2 quarters since.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.