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Curi RMB Capital’s Lumen LUMN Stock Holding History

Curi RMB Capital’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 		$45.1M Buy
5,872,238
+22
+0% +$193 0.7% 27
2026
Q1 		$40.8M Buy
5,872,216
+2,506,346
+74% +$19M 0.73% 26
2025
Q4 		$26.2M Buy
3,365,870
+106
+0% +$872 0.45% 51
2025
Q3 		$20.6M Buy
3,365,764
+136,609
+4% +$656K 0.38% 66
2025
Q2 		$14.1M Buy
+3,229,155
New +$12.5M 0.27% 105

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Curi RMB Capital's LUMN Position: Q2 2026 in Review

Curi RMB Capital increased its Lumen (LUMN) stake by 0% in Q2 2026, buying an estimated $193 and bringing the position to 5,872,238 shares worth $45.1M. The position accounts for 0.7% of the portfolio, ranked #27.

Curi RMB Capital first reported a position in LUMN in Q2 2025 and has held it in 5 quarters since. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Curi RMB Capital held 5,872,238 shares of Lumen worth $45.1M as of Q2 2026.
  • Curi RMB Capital bought 22 Lumen shares in Q2 2026, an estimated $193.
  • Lumen made up 0.7% of Curi RMB Capital's portfolio in Q2 2026, its #27 holding.
  • Curi RMB Capital first reported a position in Lumen in Q2 2025 and has held it in 5 quarters since.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Curi RMB Capital's 13F filing for Q2 2026, filed 14 Aug 2026.