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

Bleakley 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 		$215K Sell
27,952
-2,104
-7% -$18.4K ﹤0.01% 933
2026
Q1 		$209K Buy
30,056
+3,071
+11% +$23.2K ﹤0.01% 750
2025
Q4 		$210K Buy
+26,985
New +$222K ﹤0.01% 678
2023
Q3 		– Sell
-10,807
Closed -$24.4K – 927
2023
Q2 		$24.4K Sell
10,807
-3,928
-27% -$8.65K ﹤0.01% 913
2023
Q1 		$39K Buy
+14,735
New +$59.4K ﹤0.01% 883

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

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

Bleakley Financial Group reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 7% in Q2 2026, selling an estimated $18.4K and leaving 27,952 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

Bleakley Financial Group first reported a position in LUMN in Q1 2023 and has held it in 5 quarters since. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Bleakley Financial Group held 27,952 shares of Lumen Technologies, Inc. Common Stock worth $215K as of Q2 2026.
  • Bleakley Financial Group sold 2,104 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $18.4K.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #933 holding.
  • Bleakley Financial Group first reported a position in Lumen Technologies, Inc. Common Stock in Q1 2023 and has held it in 5 quarters since.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.