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 Q2	$16.6K	Hold	18,000	–	–	﹤0.01%	374
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 Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

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

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

James Investment Research's LFT Position: Q2 2026 in Review

James Investment Research held its Lument Finance Trust (LFT) position steady in Q2 2026 at 18,000 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

James Investment Research first reported a position in LFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $36.4K in Q3 2025. 52 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

James Investment Research held 18,000 shares of Lument Finance Trust worth $16.6K as of Q2 2026.
James Investment Research left its Lument Finance Trust share count unchanged in Q2 2026.
Lument Finance Trust made up ﹤0.01% of James Investment Research's portfolio in Q2 2026, its #374 holding.
James Investment Research first reported a position in Lument Finance Trust in Q4 2022 and has held it in 15 quarters since.
James Investment Research's Lument Finance Trust position peaked at $36.4K in Q3 2025.
52 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on James Investment Research's 13F filing for Q2 2026, filed 24 Jul 2026.