HIM
LFT

Hillsdale Investment Management’s Lument Finance Trust LFT Stock Holding History

Hillsdale Investment Management’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
2025
Q3 		– Sell
-1,371
Closed -$30.3K – 697
2025
Q2 		$30.3K Sell
1,371
-3,799
-73% -$95.7K ﹤0.01% 493
2025
Q1 		$135K Sell
5,170
-1,030
-17% -$27.6K 0.01% 444
2024
Q4 		$160K Sell
6,200
-300
-5% -$7.68K 0.01% 416
2024
Q3 		$164K Sell
6,500
-1,000
-13% -$25.2K 0.01% 414
2024
Q2 		$180K Hold
7,500
– – 0.01% 392
2024
Q1 		$187K Buy
7,500
+3,940
+111% +$92.7K 0.01% 376
2023
Q4 		$83K Buy
+3,560
New +$74.2K 0.01% 419

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Hillsdale Investment Management's LFT Position: Q3 2025 in Review

Hillsdale Investment Management sold out of Lument Finance Trust (LFT) in Q3 2025, closing a stake of 1,371 shares — an estimated $30.3K sold.

Hillsdale Investment Management first reported a position in LFT in Q4 2023 and held it in 7 quarters. The position peaked at $187K in Q1 2024. 62 funds tracked by Wall St. Rank hold LFT as of Q3 2025.

  • Hillsdale Investment Management reported no remaining Lument Finance Trust position as of Q3 2025 after selling out during the quarter.
  • Hillsdale Investment Management sold 1,371 Lument Finance Trust shares in Q3 2025, an estimated $30.3K.
  • Hillsdale Investment Management first reported a position in Lument Finance Trust in Q4 2023 and held it in 7 quarters.
  • Hillsdale Investment Management's Lument Finance Trust position peaked at $187K in Q1 2024.
  • 62 funds tracked by Wall St. Rank held Lument Finance Trust as of Q3 2025.

Based on Hillsdale Investment Management's 13F filing for Q3 2025, filed 10 Nov 2025.