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Global Financial Private Client’s Lumen LUMN Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-96
Closed -$376 – 1008
2025
Q1 		$376 Buy
96
+81
+540% +$404 ﹤0.01% 1381
2024
Q4 		$80 Buy
+15
New +$103 ﹤0.01% 1524

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Global Financial Private Client's LUMN Position: Q2 2025 in Review

Global Financial Private Client sold out of Lumen (LUMN) in Q2 2025, closing a stake of 96 shares — an estimated $376 sold.

Global Financial Private Client first reported a position in LUMN in Q4 2024 and held it in 2 quarters. The position peaked at $376 in Q1 2025. 553 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Global Financial Private Client reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 96 Lumen shares in Q2 2025, an estimated $376.
  • Global Financial Private Client first reported a position in Lumen in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Lumen position peaked at $376 in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.