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Kestra Private Wealth Services’s Lumen LUMN Stock Holding History

Kestra Private Wealth 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 		$131K Sell
17,080
-722
-4% -$6.33K ﹤0.01% 1724
2026
Q1 		$124K Buy
17,802
+377
+2% +$2.85K ﹤0.01% 1680
2025
Q4 		$135K Buy
17,425
+477
+3% +$3.93K ﹤0.01% 1634
2025
Q3 		$104K Sell
16,948
-3,161
-16% -$15.2K ﹤0.01% 1605
2025
Q2 		$88.1K Buy
20,109
+21
+0.1% +$81 ﹤0.01% 1557
2025
Q1 		$78.7K Buy
20,088
+968
+5% +$4.82K ﹤0.01% 1463
2024
Q4 		$102K Buy
+19,120
New +$132K ﹤0.01% 1363
2024
Q3 		– Sell
-25,333
Closed -$27.9K – 1422
2024
Q2 		$27.9K Buy
25,333
+5,694
+29% +$7.22K ﹤0.01% 1329
2024
Q1 		$30.6K Buy
19,639
+1,228
+7% +$1.92K ﹤0.01% 1277
2023
Q4 		$33.7K Sell
18,411
-6,944
-27% -$9.84K ﹤0.01% 1187
2023
Q3 		$36K Sell
25,355
-5,154
-17% -$8.72K ﹤0.01% 1137
2023
Q2 		$69K Sell
30,509
-4,403
-13% -$9.7K ﹤0.01% 1028
2023
Q1 		$92.5K Sell
34,912
-1,438
-4% -$5.8K ﹤0.01% 985
2022
Q4 		$190K Sell
36,350
-4,957
-12% -$30.5K 0.01% 811
2022
Q3 		$301K Buy
41,307
+2,330
+6% +$23.7K 0.02% 651
2022
Q2 		$425K Buy
38,977
+2,534
+7% +$28.4K 0.02% 548
2022
Q1 		$411K Sell
36,443
-2,684
-7% -$30.7K 0.02% 640
2021
Q4 		$491K Buy
39,127
+124
+0.3% +$1.58K 0.02% 596
2021
Q3 		$483K Buy
39,003
+27,234
+231% +$341K 0.03% 545
2021
Q2 		$160K Buy
11,769
+256
+2% +$3.53K 0.01% 834
2021
Q1 		$154K Sell
11,513
-327
-3% -$4.06K 0.01% 759
2020
Q4 		$115K Buy
11,840
+1,017
+9% +$10K 0.01% 700
2020
Q3 		$109K Buy
+10,823
New +$112K 0.01% 642

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 $3.37T AUM 44.26% 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 Private Wealth Services's LUMN Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Lumen (LUMN) stake by 4.1% in Q2 2026, selling an estimated $6.33K and leaving 17,080 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #1724.

Kestra Private Wealth Services first reported a position in LUMN in Q3 2020 and has held it in 23 quarters since. The position peaked at $491K in Q4 2021. 621 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Kestra Private Wealth Services held 17,080 shares of Lumen worth $131K as of Q2 2026.
  • Kestra Private Wealth Services sold 722 Lumen shares in Q2 2026, an estimated $6.33K.
  • Lumen made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1724 holding.
  • Kestra Private Wealth Services first reported a position in Lumen in Q3 2020 and has held it in 23 quarters since.
  • Kestra Private Wealth Services's Lumen position peaked at $491K in Q4 2021.
  • 621 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

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