CAL
LFT

Capital Advisors Ltd’s Lument Finance Trust LFT Stock Holding History

Capital Advisors Ltd’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-56
Closed – – 1473
2025
Q3 		$0 Hold
56
– – ﹤0.01% 1472
2025
Q2 		$0 Sell
56
-729
-93% -$1.84K ﹤0.01% 1504
2025
Q1 		$2K Sell
785
-470
-37% -$1.26K ﹤0.01% 1069
2024
Q4 		$3K Buy
1,255
+1,154
+1,143% +$2.96K ﹤0.01% 1014
2024
Q3 		$0 Buy
101
+44
+77% +$111 ﹤0.01% 1508
2024
Q2 		$0 Hold
57
– – ﹤0.01% 1527
2024
Q1 		$0 Hold
57
– – ﹤0.01% 1466
2023
Q4 		$0 Hold
57
– – ﹤0.01% 1396
2023
Q3 		$0 Hold
57
– – ﹤0.01% 1385
2023
Q2 		$0 Buy
+57
New +$106 ﹤0.01% 1435

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Capital Advisors Ltd's LFT Position: Q4 2025 in Review

Capital Advisors Ltd sold out of Lument Finance Trust (LFT) in Q4 2025, closing a stake of 56 shares.

Capital Advisors Ltd first reported a position in LFT in Q2 2023 and held it in 10 quarters. The position peaked at $3K in Q4 2024. 63 funds tracked by Wall St. Rank hold LFT as of Q4 2025.

  • Capital Advisors Ltd reported no remaining Lument Finance Trust position as of Q4 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 56 Lument Finance Trust shares in Q4 2025.
  • Capital Advisors Ltd first reported a position in Lument Finance Trust in Q2 2023 and held it in 10 quarters.
  • Capital Advisors Ltd's Lument Finance Trust position peaked at $3K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Lument Finance Trust as of Q4 2025.

Based on Capital Advisors Ltd's 13F filing for Q4 2025, filed 21 Jan 2026.