EverSource Wealth Advisors
LFT

EverSource Wealth Advisors’s Lument Finance Trust LFT Stock Holding History

EverSource Wealth Advisors’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 		$332 Buy
36
+9
+33% +$103 ﹤0.01% 4185
2026
Q1 		$342 Buy
27
+23
+575% +$311 ﹤0.01% 4123
2025
Q4 		$49 Buy
4
+1
+33% +$16 ﹤0.01% 4172
2025
Q3 		$53 Buy
+3
New +$66 ﹤0.01% 4251

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Russell Investments Group
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Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

EverSource Wealth Advisors's LFT Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Lument Finance Trust (LFT) stake by 33% in Q2 2026, buying an estimated $103 and bringing the position to 36 shares worth $332. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

EverSource Wealth Advisors first reported a position in LFT in Q3 2025 and has held it in 4 quarters since. The position peaked at $342 in Q1 2026. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • EverSource Wealth Advisors held 36 shares of Lument Finance Trust worth $332 as of Q2 2026.
  • EverSource Wealth Advisors bought 9 Lument Finance Trust shares in Q2 2026, an estimated $103.
  • Lument Finance Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4185 holding.
  • EverSource Wealth Advisors first reported a position in Lument Finance Trust in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's Lument Finance Trust position peaked at $342 in Q1 2026.
  • 49 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.