Clear Street’s Lumen LUMN Stock Holding History

Clear Street’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
2025 Q4	–	Sell	-100	Closed	-$612	–	970
2025 Q3	$612	Buy	+100	New	+$480	﹤0.01%	784

Other funds holding LUMN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Clear Street's LUMN Position: Q2 2026 in Review

Clear Street held its Lumen (LUMN) position steady in Q2 2026 at 12 shares worth $92. The position accounts for ﹤0.01% of the portfolio, ranked #1354.

Clear Street first reported a position in LUMN in Q2 2023 and has held it in 9 quarters since. The position peaked at $93 in Q4 2025. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Clear Street held 12 shares of Lumen worth $92 as of Q2 2026.
Clear Street left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Clear Street's portfolio in Q2 2026, its #1354 holding.
Clear Street first reported a position in Lumen in Q2 2023 and has held it in 9 quarters since.
Clear Street's Lumen position peaked at $93 in Q4 2025.
624 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Clear Street's 13F filing for Q2 2026, filed 12 Aug 2026.