Cadence Bank’s Lumen LUMN Stock Holding History

Cadence Bank’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
2025 Q4	$77.7K	Hold	10,000	–	–	﹤0.01%	331
2025 Q3	$61.2K	Hold	10,000	–	–	﹤0.01%	336
2025 Q2	$43.8K	Hold	10,000	–	–	﹤0.01%	337
2025 Q1	$39.2K	Hold	10,000	–	–	﹤0.01%	320
2024 Q4	$53.1K	Hold	10,000	–	–	﹤0.01%	328
2024 Q3	$71K	Sell	10,000 -464	-4%	-$1.98K	﹤0.01%	330
2024 Q2	$11.5K	Hold	10,464	–	–	﹤0.01%	294
2024 Q1	$16.3K	Buy	+10,464	New	+$16.4K	﹤0.01%	338

Other funds holding LUMN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cadence Bank's LUMN Position: Q4 2025 in Review

Cadence Bank held its Lumen (LUMN) position steady in Q4 2025 at 10,000 shares worth $77.7K. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Cadence Bank first reported a position in LUMN in Q1 2024 and has held it in 8 quarters since. 592 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Cadence Bank held 10,000 shares of Lumen worth $77.7K as of Q4 2025.
Cadence Bank left its Lumen share count unchanged in Q4 2025.
Lumen made up ﹤0.01% of Cadence Bank's portfolio in Q4 2025, its #331 holding.
Cadence Bank first reported a position in Lumen in Q1 2024 and has held it in 8 quarters since.
592 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Cadence Bank's 13F filing for Q4 2025, filed 30 Jan 2026.