Coastal Bridge Advisors’s Lumen LUMN Stock Holding History

Coastal Bridge Advisors’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	-16,019	Closed	-$98K	–	477
2025 Q3	$98K	Buy	16,019 +253	+2%	+$1.21K	0.01%	451
2025 Q2	$69.1K	Buy	+15,766	New	+$61.1K	0.01%	440

Other funds holding LUMN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

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

Coastal Bridge Advisors's LUMN Position: Q4 2025 in Review

Coastal Bridge Advisors sold out of Lumen (LUMN) in Q4 2025, closing a stake of 16,019 shares — an estimated $98K sold.

Coastal Bridge Advisors first reported a position in LUMN in Q2 2025 and held it in 2 quarters. The position peaked at $98K in Q3 2025. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Coastal Bridge Advisors reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Coastal Bridge Advisors sold 16,019 Lumen shares in Q4 2025, an estimated $98K.
Coastal Bridge Advisors first reported a position in Lumen in Q2 2025 and held it in 2 quarters.
Coastal Bridge Advisors's Lumen position peaked at $98K in Q3 2025.
596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Coastal Bridge Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.