FNY Investment Advisers’s Lumen LUMN Stock Holding History

FNY Investment Advisers’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
2025 Q4	–	Sell	-14	Closed	–	–	1214
2025 Q3	$0	Sell	14 -2,660	-99%	-$12.8K	﹤0.01%	1396
2025 Q2	$11K	Buy	+2,674	New	+$10.4K	﹤0.01%	649

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FNY Investment Advisers's LUMN Position: Q4 2025 in Review

FNY Investment Advisers sold out of Lumen (LUMN) in Q4 2025, closing a stake of 14 shares.

FNY Investment Advisers first reported a position in LUMN in Q2 2025 and held it in 2 quarters. The position peaked at $11K in Q2 2025. 595 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

FNY Investment Advisers reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
FNY Investment Advisers sold 14 Lumen shares in Q4 2025.
FNY Investment Advisers first reported a position in Lumen in Q2 2025 and held it in 2 quarters.
FNY Investment Advisers's Lumen position peaked at $11K in Q2 2025.
595 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on FNY Investment Advisers's 13F filing for Q4 2025, filed 16 Jan 2026.