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Beto Financial Group’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Beto 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 		$105K Hold
16,480
– – 0.06% 154
2026
Q1 		$139K Hold
16,480
– – 0.08% 152
2025
Q4 		$147K Buy
+16,480
New +$136K 0.1% 133

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 $3.38T AUM 44.17% 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

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

Beto Financial Group held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q2 2026 at 16,480 shares worth $105K. The position accounts for 0.06% of the portfolio, ranked #154.

Beto Financial Group first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $147K in Q4 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Beto Financial Group held 16,480 shares of Lumen Technologies, Inc. Common Stock worth $105K as of Q2 2026.
  • Beto Financial Group left its Lumen Technologies, Inc. Common Stock share count unchanged in Q2 2026.
  • Lumen Technologies, Inc. Common Stock made up 0.06% of Beto Financial Group's portfolio in Q2 2026, its #154 holding.
  • Beto Financial Group first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2025 and has held it in 3 quarters since.
  • Beto Financial Group's Lumen Technologies, Inc. Common Stock position peaked at $147K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Beto Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.