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Financial Life Planners’s Lumen LUMN Stock Holding History

Financial Life Planners’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 		$223 Hold
29
– – ﹤0.01% 316
2026
Q1 		$202 Buy
+29
New +$219 ﹤0.01% 343
2025
Q4 		– Sell
-29
Closed -$178 – 206
2025
Q3 		$178 Buy
+29
New +$139 ﹤0.01% 338

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Life Planners's LUMN Position: Q2 2026 in Review

Financial Life Planners held its Lumen (LUMN) position steady in Q2 2026 at 29 shares worth $223. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Financial Life Planners first reported a position in LUMN in Q3 2025 and has held it in 3 quarters since. 214 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Financial Life Planners held 29 shares of Lumen worth $223 as of Q2 2026.
  • Financial Life Planners left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of Financial Life Planners's portfolio in Q2 2026, its #316 holding.
  • Financial Life Planners first reported a position in Lumen in Q3 2025 and has held it in 3 quarters since.
  • 214 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.