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Kestra Advisory Services’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Kestra Advisory Services’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 		$2.73M Buy
355,765
+31,952
+10% +$280K 0.01% 1163
2026
Q1 		$2.25M Buy
323,813
+200,969
+164% +$1.52M 0.01% 1229
2025
Q4 		$954K Buy
122,844
+108,163
+737% +$890K ﹤0.01% 1686
2025
Q3 		$89.8K Sell
14,681
-2,795
-16% -$13.4K ﹤0.01% 2826
2025
Q2 		$76.5K Buy
17,476
+1,039
+6% +$4.03K ﹤0.01% 2749
2025
Q1 		$64.4K Sell
16,437
-2,986
-15% -$14.9K ﹤0.01% 2629
2024
Q4 		$103K Sell
19,423
-2,452
-11% -$16.9K ﹤0.01% 2566
2024
Q3 		$155K Sell
21,875
-2,643
-11% -$11.3K ﹤0.01% 2418
2024
Q2 		$27K Sell
24,518
-1,199
-5% -$1.52K ﹤0.01% 2578
2024
Q1 		$40.1K Buy
25,717
+442
+2% +$691 ﹤0.01% 2407
2023
Q4 		$46.3K Sell
25,275
-31,176
-55% -$44.2K ﹤0.01% 2223
2023
Q3 		$80.2K Sell
56,451
-7,150
-11% -$12.1K ﹤0.01% 2031
2023
Q2 		$144K Buy
63,601
+1,920
+3% +$4.23K ﹤0.01% 1962
2023
Q1 		$163K Sell
61,681
-313,421
-84% -$1.26M ﹤0.01% 1888
2022
Q4 		$1.96M Buy
375,102
+113,091
+43% +$695K 0.02% 755
2022
Q3 		$1.91M Buy
262,011
+11,714
+5% +$119K 0.02% 682
2022
Q2 		$2.73M Buy
250,297
+1,514
+0.6% +$17K 0.03% 555
2022
Q1 		$2.8M Buy
248,783
+31,133
+14% +$356K 0.03% 557
2021
Q4 		$2.73M Sell
217,650
-16,025
-7% -$204K 0.03% 575
2021
Q3 		$2.9M Sell
233,675
-7,031
-3% -$88.1K 0.03% 572
2021
Q2 		$3.27M Buy
240,706
+1,030
+0.4% +$14.2K 0.04% 489
2021
Q1 		$3.2M Buy
239,676
+146,157
+156% +$1.82M 0.04% 451
2020
Q4 		$909K Buy
93,519
+14,613
+19% +$144K 0.01% 904
2020
Q3 		$798K Buy
+78,906
New +$820K 0.01% 697

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Kestra Advisory Services's LUMN Position: Q2 2026 in Review

Kestra Advisory Services increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 9.9% in Q2 2026, buying an estimated $280K and bringing the position to 355,765 shares worth $2.73M. The position accounts for 0.01% of the portfolio, ranked #1163.

Kestra Advisory Services first reported a position in LUMN in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.27M in Q2 2021. 624 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Kestra Advisory Services held 355,765 shares of Lumen Technologies, Inc. Common Stock worth $2.73M as of Q2 2026.
  • Kestra Advisory Services bought 31,952 Lumen Technologies, Inc. Common Stock shares in Q2 2026, an estimated $280K.
  • Lumen Technologies, Inc. Common Stock made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #1163 holding.
  • Kestra Advisory Services first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Lumen Technologies, Inc. Common Stock position peaked at $3.27M in Q2 2021.
  • 624 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.