Ken Fisher’s Lument Finance Trust LFT Stock Holding History

Ken Fisher’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
2025 Q2	–	Sell	-34,447	Closed	-$89.9K	–	1043
2025 Q1	$89.9K	Buy	+34,447	New	+$92.2K	﹤0.01%	989

Other funds holding LFT

Axa Paris, France $256M AUM 25.01% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PAIM

Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

DAM

Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ken Fisher's LFT Position: Q2 2025 in Review

Ken Fisher sold out of Lument Finance Trust (LFT) in Q2 2025, closing a stake of 34,447 shares — an estimated $89.9K sold.

Ken Fisher first reported a position in LFT in Q1 2025 and held it in 1 quarter. The position peaked at $89.9K in Q1 2025. 57 funds tracked by Wall St. Rank hold LFT as of Q2 2025.

Ken Fisher reported no remaining Lument Finance Trust position as of Q2 2025 after selling out during the quarter.
Ken Fisher sold 34,447 Lument Finance Trust shares in Q2 2025, an estimated $89.9K.
Ken Fisher first reported a position in Lument Finance Trust in Q1 2025 and held it in 1 quarter.
Ken Fisher's Lument Finance Trust position peaked at $89.9K in Q1 2025.
57 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2025.

Based on Fisher Asset Management's 13F filing for Q2 2025, filed 13 Aug 2025.