First Pacific Financial’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

First Pacific Financial’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	$5.48K	Hold	978	–	–	﹤0.01%	479
2026 Q2	$7.51K	Hold	978	–	–	﹤0.01%	439
2026 Q1	$6.8K	Hold	978	–	–	﹤0.01%	421
2025 Q4	$7.6K	Hold	978	–	–	﹤0.01%	362
2025 Q3	$5.99K	Hold	978	–	–	﹤0.01%	366
2025 Q2	$4.28K	Sell	978 -500	-34%	-$1.94K	﹤0.01%	399
2025 Q1	$5.79K	Buy	1,478 +500	+51%	+$2.49K	﹤0.01%	351
2024 Q4	$5.19K	Hold	978	–	–	﹤0.01%	317
2024 Q3	$6.94K	Sell	978 -2	-0.2%	-$9	﹤0.01%	287
2024 Q2	$1.08K	Buy	980 +2	+0.2%	+$3	﹤0.01%	370
2024 Q1	$1.53K	Hold	978	–	–	﹤0.01%	379
2023 Q4	$1.79K	Hold	978	–	–	﹤0.01%	321
2023 Q3	$1.39K	Hold	978	–	–	﹤0.01%	239
2023 Q2	$2.21K	Buy	+978	New	+$2.15K	﹤0.01%	219

Other funds holding LUMN

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

SGCA

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Pacific Financial's LUMN Position: Q3 2026 in Review

First Pacific Financial held its Lumen Technologies, Inc. Common Stock (LUMN) position steady in Q3 2026 at 978 shares worth $5.48K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

First Pacific Financial first reported a position in LUMN in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.6K in Q4 2025. 62 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

First Pacific Financial held 978 shares of Lumen Technologies, Inc. Common Stock worth $5.48K as of Q3 2026.
First Pacific Financial left its Lumen Technologies, Inc. Common Stock share count unchanged in Q3 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of First Pacific Financial's portfolio in Q3 2026, its #479 holding.
First Pacific Financial first reported a position in Lumen Technologies, Inc. Common Stock in Q2 2023 and has held it in 14 quarters since.
First Pacific Financial's Lumen Technologies, Inc. Common Stock position peaked at $7.6K in Q4 2025.
62 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on First Pacific Financial's 13F filing for Q3 2026, filed 14 Oct 2026.