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Independent Financial Group’s Lumen LUMN Stock Holding History

Independent Financial Group’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
Q1 		– Sell
-20,056
Closed -$106K – 1230
2024
Q4 		$106K Sell
20,056
-5,744
-22% -$39.6K ﹤0.01% 1131
2024
Q3 		$183K Sell
25,800
-23,928
-48% -$102K 0.01% 1083
2024
Q2 		$54.7K Sell
49,728
-4,135
-8% -$5.24K ﹤0.01% 1066
2024
Q1 		$84K Buy
53,863
+40,275
+296% +$62.9K ﹤0.01% 990
2023
Q4 		$24.9K Sell
13,588
-4,650
-25% -$6.59K ﹤0.01% 941
2023
Q3 		$25.9K Sell
18,238
-3,385
-16% -$5.73K ﹤0.01% 889
2023
Q2 		$48.9K Sell
21,623
-2,979
-12% -$6.56K ﹤0.01% 867
2023
Q1 		$65.2K Sell
24,602
-53,380
-68% -$215K 0.01% 821
2022
Q4 		$407K Sell
77,982
-17,443
-18% -$107K 0.04% 475
2022
Q3 		$695K Sell
95,425
-2,189
-2% -$22.3K 0.06% 312
2022
Q2 		$1.06M Buy
97,614
+13,706
+16% +$154K 0.11% 214
2022
Q1 		$946K Buy
83,908
+18,948
+29% +$217K 0.08% 267
2021
Q4 		$815K Buy
64,960
+5,924
+10% +$75.4K 0.07% 303
2021
Q3 		$731K Buy
59,036
+2,795
+5% +$35K 0.07% 286
2021
Q2 		$764K Buy
56,241
+8,324
+17% +$115K 0.08% 277
2021
Q1 		$640K Sell
47,917
-1,607
-3% -$20K 0.08% 265
2020
Q4 		$483K Buy
49,524
+1,675
+4% +$16.5K 0.07% 315
2020
Q3 		$483K Buy
+47,849
New +$497K 0.09% 242
2020
Q2 		– Sell
-47,755
Closed -$452K – 496
2020
Q1 		$452K Buy
+47,755
New +$597K 0.13% 188

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Independent Financial Group's LUMN Position: Q1 2025 in Review

Independent Financial Group sold out of Lumen (LUMN) in Q1 2025, closing a stake of 20,056 shares — an estimated $106K sold.

Independent Financial Group first reported a position in LUMN in Q1 2020 and held it in 19 quarters. The position peaked at $1.06M in Q2 2022. 538 funds tracked by Wall St. Rank hold LUMN as of Q1 2025.

  • Independent Financial Group reported no remaining Lumen position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 20,056 Lumen shares in Q1 2025, an estimated $106K.
  • Independent Financial Group first reported a position in Lumen in Q1 2020 and held it in 19 quarters.
  • Independent Financial Group's Lumen position peaked at $1.06M in Q2 2022.
  • 538 funds tracked by Wall St. Rank held Lumen as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.