Community Financial Services Group’s Lumen LUMN Stock Holding History

Community Financial Services 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	$200	Hold	28	–	–	﹤0.01%	523
2026 Q1	$198	Buy	+28	New	+$212	﹤0.01%	453
2015 Q4	–	Sell	-23	Closed	–	–	153
2015 Q3	$0	Hold	23	–	–	﹤0.01%	286
2015 Q2	$0	Hold	23	–	–	﹤0.01%	320
2015 Q1	$0	Hold	23	–	–	﹤0.01%	342
2014 Q4	$0	Hold	23	–	–	﹤0.01%	307
2014 Q3	$0	Hold	23	–	–	﹤0.01%	240
2014 Q2	$0	Buy	+23	New	+$826	﹤0.01%	238

Other funds holding LUMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

October Effect Virginia Beach, Virginia $106M AUM 85.28% 1-Year Est. Return

Community Financial Services Group's LUMN Position: Q2 2026 in Review

Community Financial Services Group held its Lumen (LUMN) position steady in Q2 2026 at 28 shares worth $200. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Community Financial Services Group first reported a position in LUMN in Q2 2014 and has held it in 8 quarters since. 111 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Community Financial Services Group held 28 shares of Lumen worth $200 as of Q2 2026.
Community Financial Services Group left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of Community Financial Services Group's portfolio in Q2 2026, its #523 holding.
Community Financial Services Group first reported a position in Lumen in Q2 2014 and has held it in 8 quarters since.
111 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.