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Citizens Financial Group’s Lumen LUMN Stock Holding History

Citizens 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 		$85.2K Sell
11,096
-1,078
-9% -$9.45K ﹤0.01% 1032
2026
Q1 		$84.6K Buy
12,174
+1,457
+14% +$11K ﹤0.01% 823
2025
Q4 		$83.3K Sell
10,717
-373
-3% -$3.07K ﹤0.01% 804
2025
Q3 		$67.9K Buy
+11,090
New +$53.2K ﹤0.01% 791
2020
Q3 		– Sell
-386
Closed -$4K – 629
2020
Q2 		$4K Buy
386
+165
+75% +$1.65K ﹤0.01% 912
2020
Q1 		$2K Sell
221
-269
-55% -$3.36K ﹤0.01% 1016
2019
Q4 		$6K Buy
490
+225
+85% +$3.02K ﹤0.01% 842
2019
Q3 		$3K Buy
+265
New +$3.15K ﹤0.01% 743
2018
Q3 		– Sell
-1
Closed – – 567
2018
Q2 		$0 Sell
1
-6,665
-100% -$121K ﹤0.01% 516
2018
Q1 		$110K Hold
6,666
– – 0.01% 259
2017
Q4 		$111K Buy
+6,666
New +$113K 0.01% 272
2017
Q2 		– Sell
-40
Closed -$1K – 578
2017
Q1 		$1K Buy
+40
New +$976 ﹤0.01% 612

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 $3.37T AUM 44.26% 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

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

Citizens Financial Group reduced its Lumen (LUMN) stake by 8.9% in Q2 2026, selling an estimated $9.45K and leaving 11,096 shares worth $85.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1032.

Citizens Financial Group first reported a position in LUMN in Q1 2017 and has held it in 12 quarters since. The position peaked at $111K in Q4 2017. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Citizens Financial Group held 11,096 shares of Lumen worth $85.2K as of Q2 2026.
  • Citizens Financial Group sold 1,078 Lumen shares in Q2 2026, an estimated $9.45K.
  • Lumen made up ﹤0.01% of Citizens Financial Group's portfolio in Q2 2026, its #1032 holding.
  • Citizens Financial Group first reported a position in Lumen in Q1 2017 and has held it in 12 quarters since.
  • Citizens Financial Group's Lumen position peaked at $111K in Q4 2017.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Citizens Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.