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Farther Finance Advisors’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Farther Finance Advisors’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
Q3 		$118K Sell
21,101
-535
-2% -$3.41K ﹤0.01% 2718
2026
Q2 		$167K Buy
21,636
+2,687
+14% +$23.6K ﹤0.01% 2381
2026
Q1 		$134K Sell
18,949
-1,242
-6% -$9.4K ﹤0.01% 2297
2025
Q4 		$157K Buy
20,191
+9,475
+88% +$78K ﹤0.01% 2070
2025
Q3 		$65.6K Buy
10,716
+4,762
+80% +$22.9K ﹤0.01% 2290
2025
Q2 		$26.1K Buy
5,954
+3,391
+132% +$13.1K ﹤0.01% 2513
2025
Q1 		$9.84K Buy
2,563
+604
+31% +$3.01K ﹤0.01% 2746
2024
Q4 		$10.4K Buy
1,959
+224
+13% +$1.55K ﹤0.01% 2370
2024
Q3 		$12.3K Buy
1,735
+550
+46% +$2.35K ﹤0.01% 2284
2024
Q2 		$1.31K Sell
1,185
-386
-25% -$489 ﹤0.01% 2966
2024
Q1 		$2.29K Buy
1,571
+344
+28% +$538 ﹤0.01% 2430
2023
Q4 		$2.25K Buy
1,227
+407
+50% +$577 ﹤0.01% 2389
2023
Q3 		$1.16K Sell
820
-321
-28% -$543 ﹤0.01% 2034
2023
Q2 		$2.58K Buy
1,141
+34
+3% +$75 ﹤0.01% 1667
2023
Q1 		$2.93K Buy
1,107
+221
+25% +$892 ﹤0.01% 1507
2022
Q4 		$4.63K Buy
+886
New +$5.45K ﹤0.01% 1200

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BWM
Bullock Wealth Management Bloomington, Indiana $241M AUM 23.31% 1-Year Est. Return

Farther Finance Advisors's LUMN Position: Q3 2026 in Review

Farther Finance Advisors reduced its Lumen Technologies, Inc. Common Stock (LUMN) stake by 2.5% in Q3 2026, selling an estimated $3.41K and leaving 21,101 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #2718.

Farther Finance Advisors first reported a position in LUMN in Q4 2022 and has held it in 16 quarters since. The position peaked at $167K in Q2 2026. 19 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Farther Finance Advisors held 21,101 shares of Lumen Technologies, Inc. Common Stock worth $118K as of Q3 2026.
  • Farther Finance Advisors sold 535 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $3.41K.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2718 holding.
  • Farther Finance Advisors first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Lumen Technologies, Inc. Common Stock position peaked at $167K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.