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 Q2	–	Sell	-56	Closed	-$1K	–	2681
2026 Q1	$1K	Buy	56 +17	+44%	+$230	﹤0.01%	2075
2025 Q4	$1K	Sell	39 -8	-17%	-$128	﹤0.01%	2101
2025 Q3	$1K	Buy	+47	New	+$1.03K	﹤0.01%	2116

Other funds holding LFT

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Covestor's LFT Position: Q2 2026 in Review

Covestor sold out of Lument Finance Trust (LFT) in Q2 2026, closing a stake of 56 shares — an estimated $1K sold.

Covestor first reported a position in LFT in Q3 2025 and held it in 3 quarters. The position peaked at $1K in Q1 2026. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

Covestor reported no remaining Lument Finance Trust position as of Q2 2026 after selling out during the quarter.
Covestor sold 56 Lument Finance Trust shares in Q2 2026, an estimated $1K.
Covestor first reported a position in Lument Finance Trust in Q3 2025 and held it in 3 quarters.
Covestor's Lument Finance Trust position peaked at $1K in Q1 2026.
49 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.