EWA
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
Q1 		$342 Buy
272
+237
+677% +$321 ﹤0.01% 4123
2025
Q4 		$49 Buy
35
+9
+35% +$14 ﹤0.01% 4172
2025
Q3 		$53 Buy
+26
New +$57 ﹤0.01% 4251

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
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

EverSource Wealth Advisors's LFT Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Lument Finance Trust (LFT) stake by 677% in Q1 2026, buying an estimated $321 and bringing the position to 272 shares worth $342. The position accounts for ﹤0.01% of the portfolio, ranked #4123.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 272 shares of Lument Finance Trust worth $342 as of Q1 2026.
  • EverSource Wealth Advisors bought 237 Lument Finance Trust shares in Q1 2026, an estimated $321.
  • Lument Finance Trust made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4123 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.