Jefferies Financial Group’s Lumen LUMN Stock Holding History

Jefferies 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
2026 Q2	$640K	Buy	+83,273	New	+$730K	﹤0.01%	1166
2025 Q3	–	Sell	-75,000	Closed	-$329K	–	1583
2025 Q2	$329K	Sell	75,000 -25,000	-25%	-$96.9K	﹤0.01%	1005
2025 Q1	$392K	Buy	100,000 +25,000	+33%	+$125K	﹤0.01%	1135
2024 Q4	$398K	Buy	+75,000	New	+$517K	﹤0.01%	1177
2023 Q2	–	Sell	-30,286	Closed	-$80.3K	–	1883
2023 Q1	$80.3K	Sell	30,286 -64,914	-68%	-$262K	﹤0.01%	1460
2022 Q4	$497K	Buy	+95,200	New	+$585K	﹤0.01%	1059
2017 Q4	–	Sell	-61,432	Closed	-$1.16M	–	136
2017 Q3	$1.16M	Buy	+61,432	New	+$1.29M	0.1%	35

Other funds holding LUMN

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

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

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

Jefferies Financial Group's LUMN Position: Q2 2026 in Review

Jefferies Financial Group opened a new position in Lumen (LUMN) in Q2 2026: 83,273 shares worth $640K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in LUMN as recently as Q2 2025.

Jefferies Financial Group first reported a position in LUMN in Q3 2017 and has held it in 7 quarters since. The position peaked at $1.16M in Q3 2017. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Jefferies Financial Group held 83,273 shares of Lumen worth $640K as of Q2 2026.
Lumen was a new Jefferies Financial Group position in Q2 2026.
Lumen made up ﹤0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1166 holding.
Jefferies Financial Group first reported a position in Lumen in Q3 2017 and has held it in 7 quarters since.
Jefferies Financial Group's Lumen position peaked at $1.16M in Q3 2017.
624 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.