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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Lumen LUMN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$46 Hold
6
– – ﹤0.01% 536
2026
Q1 		$42 Hold
6
– – ﹤0.01% 506
2025
Q4 		$47 Hold
6
– – ﹤0.01% 524
2025
Q3 		$37 Buy
+6
New +$29 ﹤0.01% 535

Other funds holding LUMN

BlackRock
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s LUMN Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Lumen (LUMN) position steady in Q2 2026 at 6 shares worth $46. The position accounts for ﹤0.01% of the portfolio, ranked #536.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. The position peaked at $47 in Q4 2025. 318 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 6 shares of Lumen worth $46 as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Lumen share count unchanged in Q2 2026.
  • Lumen made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #536 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Lumen position peaked at $47 in Q4 2025.
  • 318 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.