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Independence Bank of Kentucky’s Lumen LUMN Stock Holding History

Independence Bank of Kentucky’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
2026
Q1 		– Sell
-869
Closed -$6.75K – 684
2025
Q4 		$6.75K Hold
869
– – ﹤0.01% 562
2025
Q3 		$5.32K Hold
869
– – ﹤0.01% 579
2025
Q2 		$3.81K Hold
869
– – ﹤0.01% 579
2025
Q1 		$3.41K Buy
+869
New +$4.33K ﹤0.01% 576

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Independence Bank of Kentucky's LUMN Position: Q1 2026 in Review

Independence Bank of Kentucky sold out of Lumen (LUMN) in Q1 2026, closing a stake of 869 shares — an estimated $6.75K sold.

Independence Bank of Kentucky first reported a position in LUMN in Q1 2025 and held it in 4 quarters. The position peaked at $6.75K in Q4 2025. 597 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Independence Bank of Kentucky reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
  • Independence Bank of Kentucky sold 869 Lumen shares in Q1 2026, an estimated $6.75K.
  • Independence Bank of Kentucky first reported a position in Lumen in Q1 2025 and held it in 4 quarters.
  • Independence Bank of Kentucky's Lumen position peaked at $6.75K in Q4 2025.
  • 597 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Independence Bank of Kentucky's 13F filing for Q1 2026, filed 30 Apr 2026.