Covestor’s Lument Finance Trust LFT Stock Holding History

Covestor’s Portfolio LFT Stock Details LFT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1K	Buy	562 +173	+44%	+$234	﹤0.01%	2075
2025 Q4	$1K	Sell	389 -82	-17%	-$131	﹤0.01%	2101
2025 Q3	$1K	Buy	+471	New	+$1.03K	﹤0.01%	2116

Other funds holding LFT

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Covestor's LFT Position: Q1 2026 in Review

Covestor increased its Lument Finance Trust (LFT) stake by 44% in Q1 2026, buying an estimated $234 and bringing the position to 562 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #2075.

Covestor first reported a position in LFT in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

Covestor held 562 shares of Lument Finance Trust worth $1K as of Q1 2026.
Covestor bought 173 Lument Finance Trust shares in Q1 2026, an estimated $234.
Lument Finance Trust made up ﹤0.01% of Covestor's portfolio in Q1 2026, its #2075 holding.
Covestor first reported a position in Lument Finance Trust in Q3 2025 and has held it in 3 quarters since.
64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.