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First Citizens Bank & Trust’s Lumen LUMN Stock Holding History

First Citizens Bank & Trust’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 		$975K Buy
126,958
+2,684
+2% +$23.5K 0.01% 328
2026
Q1 		$864K Sell
124,274
-396
-0.3% -$3K 0.02% 325
2025
Q4 		$969K Buy
124,670
+2,538
+2% +$20.9K 0.02% 294
2025
Q3 		$747K Sell
122,132
-10,594
-8% -$50.8K 0.02% 344
2025
Q2 		$581K Buy
132,726
+87,727
+195% +$340K 0.01% 400
2025
Q1 		$176K Buy
44,999
+17,716
+65% +$88.3K ﹤0.01% 502
2024
Q4 		$145K Buy
27,283
+4,325
+19% +$29.8K ﹤0.01% 467
2024
Q3 		$163K Sell
22,958
-23,098
-50% -$98.6K ﹤0.01% 455
2024
Q2 		$50.7K Buy
46,056
+6,699
+17% +$8.49K ﹤0.01% 441
2024
Q1 		$61.4K Buy
+39,357
New +$61.5K ﹤0.01% 427
2018
Q2 		– Sell
-83,809
Closed -$1.38M – 439
2018
Q1 		$1.38M Buy
+83,809
New +$1.45M 0.19% 138
2017
Q4 		– Sell
-29,803
Closed -$563K – 414
2017
Q3 		$563K Buy
+29,803
New +$627K 0.07% 216
2017
Q2 		– Sell
-10,730
Closed -$253K – 465
2017
Q1 		$253K Sell
10,730
-55,825
-84% -$1.36M 0.03% 409
2016
Q4 		$1.58M Sell
66,555
-28,112
-30% -$714K 0.17% 132
2016
Q3 		$2.6M Buy
+94,667
New +$2.76M 0.24% 113
2013
Q4 		– Sell
-57,574
Closed -$1.81M – 604
2013
Q3 		$1.81M Sell
57,574
-423
-0.7% -$14.4K 0.07% 257
2013
Q2 		$2.05M Buy
+57,997
New +$2.11M 0.08% 216

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

First Citizens Bank & Trust's LUMN Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Lumen (LUMN) stake by 2.2% in Q2 2026, buying an estimated $23.5K and bringing the position to 126,958 shares worth $975K. The position accounts for 0.01% of the portfolio, ranked #328.

First Citizens Bank & Trust first reported a position in LUMN in Q2 2013 and has held it in 17 quarters since. The position peaked at $2.6M in Q3 2016. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • First Citizens Bank & Trust held 126,958 shares of Lumen worth $975K as of Q2 2026.
  • First Citizens Bank & Trust bought 2,684 Lumen shares in Q2 2026, an estimated $23.5K.
  • Lumen made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #328 holding.
  • First Citizens Bank & Trust first reported a position in Lumen in Q2 2013 and has held it in 17 quarters since.
  • First Citizens Bank & Trust's Lumen position peaked at $2.6M in Q3 2016.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.