JWCA
LFT

J.W. Cole Advisors’s Lument Finance Trust LFT Stock Holding History

J.W. Cole Advisors’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
2026
Q1 		– Sell
-41,939
Closed -$59.1K – 1173
2025
Q4 		$59.1K Buy
41,939
+238
+0.6% +$380 ﹤0.01% 1407
2025
Q3 		$84.2K Buy
41,701
+296
+0.7% +$650 ﹤0.01% 1499
2025
Q2 		$91.5K Sell
41,405
-3,678
-8% -$9.26K ﹤0.01% 1412
2025
Q1 		$118K Buy
+45,083
New +$121K ﹤0.01% 1198
2020
Q4 		– Sell
-40,935
Closed -$112K – 768
2020
Q3 		$112K Buy
+40,935
New +$101K 0.01% 726

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

J.W. Cole Advisors's LFT Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Lument Finance Trust (LFT) in Q1 2026, closing a stake of 41,939 shares — an estimated $59.1K sold.

J.W. Cole Advisors first reported a position in LFT in Q3 2020 and held it in 5 quarters. The position peaked at $118K in Q1 2025. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Lument Finance Trust position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 41,939 Lument Finance Trust shares in Q1 2026, an estimated $59.1K.
  • J.W. Cole Advisors first reported a position in Lument Finance Trust in Q3 2020 and held it in 5 quarters.
  • J.W. Cole Advisors's Lument Finance Trust position peaked at $118K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.