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
Q2 		$12.8K Buy
1,397
+50
+4% +$570 ﹤0.01% 2750
2026
Q1 		$17K Buy
1,347
+40
+3% +$541 ﹤0.01% 2622
2025
Q4 		$18.4K Buy
1,307
+4
+0.3% +$64 ﹤0.01% 2630
2025
Q3 		$26.3K Buy
1,303
+3
+0.2% +$66 ﹤0.01% 2176
2025
Q2 		$28.7K Buy
+1,300
New +$32.7K ﹤0.01% 1993

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Focus Partners Wealth's LFT Position: Q2 2026 in Review

Focus Partners Wealth increased its Lument Finance Trust (LFT) stake by 3.7% in Q2 2026, buying an estimated $570 and bringing the position to 1,397 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2750.

Focus Partners Wealth first reported a position in LFT in Q2 2025 and has held it in 5 quarters since. The position peaked at $28.7K in Q2 2025. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • Focus Partners Wealth held 1,397 shares of Lument Finance Trust worth $12.8K as of Q2 2026.
  • Focus Partners Wealth bought 50 Lument Finance Trust shares in Q2 2026, an estimated $570.
  • Lument Finance Trust made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2750 holding.
  • Focus Partners Wealth first reported a position in Lument Finance Trust in Q2 2025 and has held it in 5 quarters since.
  • Focus Partners Wealth's Lument Finance Trust position peaked at $28.7K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.