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
-13,706
Closed -$30.3K – 697
2025
Q2 		$30.3K Sell
13,706
-37,994
-73% -$95.7K ﹤0.01% 493
2025
Q1 		$135K Sell
51,700
-10,300
-17% -$27.6K 0.01% 444
2024
Q4 		$160K Sell
62,000
-3,000
-5% -$7.68K 0.01% 416
2024
Q3 		$164K Sell
65,000
-10,000
-13% -$25.2K 0.01% 414
2024
Q2 		$180K Hold
75,000
– – 0.01% 392
2024
Q1 		$187K Buy
75,000
+39,396
+111% +$92.7K 0.01% 376
2023
Q4 		$83K Buy
+35,604
New +$74.2K 0.01% 419

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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 13,706 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. 63 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 13,706 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.
  • 63 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.