JIR
LFT

James Investment Research’s Lument Finance Trust LFT Stock Holding History

James Investment Research’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 		$22.7K Hold
18,000
– – ﹤0.01% 359
2025
Q4 		$25.4K Hold
18,000
– – ﹤0.01% 361
2025
Q3 		$36.4K Buy
18,000
+8,000
+80% +$17.6K ﹤0.01% 353
2025
Q2 		$22.1K Hold
10,000
– – ﹤0.01% 336
2025
Q1 		$26.1K Hold
10,000
– – ﹤0.01% 324
2024
Q4 		$25.8K Hold
10,000
– – ﹤0.01% 328
2024
Q3 		$25.3K Hold
10,000
– – ﹤0.01% 330
2024
Q2 		$24K Hold
10,000
– – ﹤0.01% 324
2024
Q1 		$24.9K Hold
10,000
– – ﹤0.01% 319
2023
Q4 		$23.3K Hold
10,000
– – ﹤0.01% 305
2023
Q3 		$20.8K Hold
10,000
– – ﹤0.01% 288
2023
Q2 		$19K Hold
10,000
– – ﹤0.01% 282
2023
Q1 		$20K Hold
10,000
– – ﹤0.01% 437
2022
Q4 		$19K Buy
+10,000
New +$20.5K ﹤0.01% 449

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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