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Columbia River Financial Group’s Lumen LUMN Stock Holding History

Columbia River 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
2025
Q2 		– Sell
-3,910
Closed -$15K – 86
2025
Q1 		$15K Buy
+3,910
New +$19.5K 0.01% 112

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State Street
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Geode Capital Management
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First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return

Columbia River Financial Group's LUMN Position: Q2 2025 in Review

Columbia River Financial Group sold out of Lumen (LUMN) in Q2 2025, closing a stake of 3,910 shares — an estimated $15K sold.

Columbia River Financial Group first reported a position in LUMN in Q1 2025 and held it in 1 quarter. The position peaked at $15K in Q1 2025. 552 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Columbia River Financial Group reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
  • Columbia River Financial Group sold 3,910 Lumen shares in Q2 2025, an estimated $15K.
  • Columbia River Financial Group first reported a position in Lumen in Q1 2025 and held it in 1 quarter.
  • Columbia River Financial Group's Lumen position peaked at $15K in Q1 2025.
  • 552 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Columbia River Financial Group's 13F filing for Q2 2025, filed 6 Aug 2025.