Cerity Partners
LFT

Cerity Partners’s Lument Finance Trust LFT Stock Holding History

Cerity Partners’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
-15,831
Closed -$32K – 2960
2025
Q3 		$32K Sell
15,831
-2,358
-13% -$5.18K ﹤0.01% 2713
2025
Q2 		$40.2K Sell
18,189
-4,526
-20% -$11.4K ﹤0.01% 2560
2025
Q1 		$59.3K Hold
22,715
– – ﹤0.01% 2383
2024
Q4 		$60.4K Hold
22,715
– – ﹤0.01% 2376
2024
Q3 		$59.3K Hold
22,715
– – ﹤0.01% 2475
2024
Q2 		$56.3K Hold
22,715
– – ﹤0.01% 2168
2024
Q1 		$58.2K Hold
22,715
– – ﹤0.01% 2242
2023
Q4 		$54.5K Hold
22,715
– – ﹤0.01% 1810
2023
Q3 		$48.8K Hold
22,715
– – ﹤0.01% 1360
2023
Q2 		$44.5K Buy
+22,715
New +$42.2K ﹤0.01% 1575

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.88T AUM 44.46% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Cerity Partners's LFT Position: Q4 2025 in Review

Cerity Partners sold out of Lument Finance Trust (LFT) in Q4 2025, closing a stake of 15,831 shares — an estimated $32K sold.

Cerity Partners first reported a position in LFT in Q2 2023 and held it in 10 quarters. The position peaked at $60.4K in Q4 2024. 63 funds tracked by Wall St. Rank hold LFT as of Q4 2025.

  • Cerity Partners reported no remaining Lument Finance Trust position as of Q4 2025 after selling out during the quarter.
  • Cerity Partners sold 15,831 Lument Finance Trust shares in Q4 2025, an estimated $32K.
  • Cerity Partners first reported a position in Lument Finance Trust in Q2 2023 and held it in 10 quarters.
  • Cerity Partners's Lument Finance Trust position peaked at $60.4K in Q4 2024.
  • 63 funds tracked by Wall St. Rank held Lument Finance Trust as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.