Citadel Advisors
LFT

Citadel Advisors’s Lument Finance Trust LFT Stock Holding History

Citadel Advisors’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
-76,989
Closed -$156K – 13468
2025
Q3 		$156K Buy
76,989
+42,862
+126% +$94.1K ﹤0.01% 11508
2025
Q2 		$75.4K Buy
+34,127
New +$85.9K ﹤0.01% 11532
2025
Q1 		– Sell
-12,713
Closed -$32.8K – 15111
2024
Q4 		$32.8K Sell
12,713
-2,155
-14% -$5.52K ﹤0.01% 12787
2024
Q3 		$37.6K Sell
14,868
-52,595
-78% -$133K ﹤0.01% 12212
2024
Q2 		$162K Buy
67,463
+10,961
+19% +$26.7K ﹤0.01% 10223
2024
Q1 		$141K Buy
56,502
+17,685
+46% +$41.6K ﹤0.01% 10863
2023
Q4 		$90.4K Buy
38,817
+8,453
+28% +$17.6K ﹤0.01% 11054
2023
Q3 		$63.2K Buy
+30,364
New +$63.8K ﹤0.01% 11457
2023
Q2 		– Sell
-12,899
Closed -$26.1K – 14843
2023
Q1 		$26.1K Buy
+12,899
New +$26.7K ﹤0.01% 12856
2022
Q2 		– Sell
-20,110
Closed -$55K – 13563
2022
Q1 		$55K Buy
+20,110
New +$63.5K ﹤0.01% 12731
2021
Q1 		– Sell
-16,280
Closed -$53K – 13498
2020
Q4 		$53K Sell
16,280
-3,528
-18% -$10.3K ﹤0.01% 10544
2020
Q3 		$54K Sell
19,808
-21,142
-52% -$52.1K ﹤0.01% 9572
2020
Q2 		$109K Buy
+40,950
New +$89.3K ﹤0.01% 8944
2019
Q3 		– Sell
-13,332
Closed -$45K – 9511
2019
Q2 		$45K Buy
+13,332
New +$45.8K ﹤0.01% 8755

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

Citadel Advisors's LFT Position: Q4 2025 in Review

Citadel Advisors sold out of Lument Finance Trust (LFT) in Q4 2025, closing a stake of 76,989 shares — an estimated $156K sold.

Citadel Advisors first reported a position in LFT in Q2 2019 and held it in 14 quarters. The position peaked at $162K in Q2 2024. 63 funds tracked by Wall St. Rank hold LFT as of Q4 2025.

  • Citadel Advisors reported no remaining Lument Finance Trust position as of Q4 2025 after selling out during the quarter.
  • Citadel Advisors sold 76,989 Lument Finance Trust shares in Q4 2025, an estimated $156K.
  • Citadel Advisors first reported a position in Lument Finance Trust in Q2 2019 and held it in 14 quarters.
  • Citadel Advisors's Lument Finance Trust position peaked at $162K in Q2 2024.
  • 63 funds tracked by Wall St. Rank held Lument Finance Trust as of Q4 2025.

Based on Citadel Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.