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
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 $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

Foundations Investment Advisors's LFT Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Lument Finance Trust (LFT) stake by 38% in Q1 2026, selling an estimated $23.9K and leaving 28,464 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1153.

Foundations Investment Advisors first reported a position in LFT in Q4 2023 and has held it in 10 quarters since. The position peaked at $211K in Q4 2023. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Foundations Investment Advisors held 28,464 shares of Lument Finance Trust worth $35.9K as of Q1 2026.
  • Foundations Investment Advisors sold 17,659 Lument Finance Trust shares in Q1 2026, an estimated $23.9K.
  • Lument Finance Trust made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #1153 holding.
  • Foundations Investment Advisors first reported a position in Lument Finance Trust in Q4 2023 and has held it in 10 quarters since.
  • Foundations Investment Advisors's Lument Finance Trust position peaked at $211K in Q4 2023.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.