Insigneo Advisory Services’s Lumen LUMN Stock Holding History

Insigneo Advisory Services’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 Q4	–	Sell	-16,393	Closed	-$100K	–	811
2025 Q3	$100K	Buy	16,393 +1,824	+13%	+$8.75K	0.01%	667
2025 Q2	$63.8K	Buy	+14,569	New	+$56.5K	0.01%	608

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Insigneo Advisory Services's LUMN Position: Q4 2025 in Review

Insigneo Advisory Services sold out of Lumen (LUMN) in Q4 2025, closing a stake of 16,393 shares — an estimated $100K sold.

Insigneo Advisory Services first reported a position in LUMN in Q2 2025 and held it in 2 quarters. The position peaked at $100K in Q3 2025. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Insigneo Advisory Services reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Insigneo Advisory Services sold 16,393 Lumen shares in Q4 2025, an estimated $100K.
Insigneo Advisory Services first reported a position in Lumen in Q2 2025 and held it in 2 quarters.
Insigneo Advisory Services's Lumen position peaked at $100K in Q3 2025.
596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Insigneo Advisory Services's 13F filing for Q4 2025, filed 12 Feb 2026.