COMPASS FINANCIAL MANAGEMENT LLC’s Lumen LUMN Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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	$68.8K	Buy	+10,226	New	+$89.7K	0.01%	624

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's LUMN Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Lumen (LUMN) in Q2 2026: 10,226 shares worth $68.8K. The stake represents 0.01% of the portfolio and ranks #624 among its holdings.

454 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 10,226 shares of Lumen worth $68.8K as of Q2 2026.
Lumen was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
Lumen made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #624 holding.
454 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.