FIA
LFT

Foundations Investment Advisors’s Lument Finance Trust LFT Stock Holding History

Foundations Investment Advisors’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 		$26.3K Buy
28,576
+112
+0.4% +$128 ﹤0.01% 1195
2026
Q1 		$35.9K Sell
28,464
-17,659
-38% -$23.9K ﹤0.01% 1153
2025
Q4 		$65K Buy
46,123
+75
+0.2% +$120 ﹤0.01% 1096
2025
Q3 		$93K Buy
46,048
+94
+0.2% +$206 ﹤0.01% 1028
2025
Q2 		$102K Sell
45,954
-14,523
-24% -$36.6K ﹤0.01% 898
2025
Q1 		$158K Buy
60,477
+99
+0.2% +$265 ﹤0.01% 826
2024
Q4 		$156K Buy
60,378
+14,721
+32% +$37.7K ﹤0.01% 810
2024
Q3 		$116K Buy
45,657
+93
+0.2% +$235 ﹤0.01% 791
2024
Q2 		$109K Buy
45,564
+83
+0.2% +$202 ﹤0.01% 733
2024
Q1 		$113K Sell
45,481
-41,068
-47% -$96.6K ﹤0.01% 689
2023
Q4 		$211K Buy
+86,549
New +$180K 0.01% 635

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

Foundations Investment Advisors's LFT Position: Q2 2026 in Review

Foundations Investment Advisors increased its Lument Finance Trust (LFT) stake by 0.39% in Q2 2026, buying an estimated $128 and bringing the position to 28,576 shares worth $26.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1195.

Foundations Investment Advisors first reported a position in LFT in Q4 2023 and has held it in 11 quarters since. The position peaked at $211K in Q4 2023. 52 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • Foundations Investment Advisors held 28,576 shares of Lument Finance Trust worth $26.3K as of Q2 2026.
  • Foundations Investment Advisors bought 112 Lument Finance Trust shares in Q2 2026, an estimated $128.
  • Lument Finance Trust made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #1195 holding.
  • Foundations Investment Advisors first reported a position in Lument Finance Trust in Q4 2023 and has held it in 11 quarters since.
  • Foundations Investment Advisors's Lument Finance Trust position peaked at $211K in Q4 2023.
  • 52 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.