Focus Partners Wealth
LFT

Focus Partners Wealth’s Lument Finance Trust LFT Stock Holding History

Focus Partners Wealth’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17K Buy
13,466
+392
+3% +$530 ﹤0.01% 2622
2025
Q4 		$18.4K Buy
13,074
+45
+0.3% +$72 ﹤0.01% 2630
2025
Q3 		$26.3K Buy
13,029
+29
+0.2% +$64 ﹤0.01% 2176
2025
Q2 		$28.7K Buy
+13,000
New +$32.7K ﹤0.01% 1993

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Focus Partners Wealth's LFT Position: Q1 2026 in Review

Focus Partners Wealth increased its Lument Finance Trust (LFT) stake by 3% in Q1 2026, buying an estimated $530 and bringing the position to 13,466 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #2622.

Focus Partners Wealth first reported a position in LFT in Q2 2025 and has held it in 4 quarters since. The position peaked at $28.7K in Q2 2025. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Focus Partners Wealth held 13,466 shares of Lument Finance Trust worth $17K as of Q1 2026.
  • Focus Partners Wealth bought 392 Lument Finance Trust shares in Q1 2026, an estimated $530.
  • Lument Finance Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #2622 holding.
  • Focus Partners Wealth first reported a position in Lument Finance Trust in Q2 2025 and has held it in 4 quarters since.
  • Focus Partners Wealth's Lument Finance Trust position peaked at $28.7K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.