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Keynote Financial Services’s Lumen LUMN Stock Holding History

Keynote Financial 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 		$103K Sell
13,406
-185
-1% -$1.62K 0.05% 179
2026
Q1 		$94.5K Sell
13,591
-1,200
-8% -$9.08K 0.05% 169
2025
Q4 		$115K Buy
+14,791
New +$122K 0.06% 164

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

Keynote Financial Services's LUMN Position: Q2 2026 in Review

Keynote Financial Services reduced its Lumen (LUMN) stake by 1.4% in Q2 2026, selling an estimated $1.62K and leaving 13,406 shares worth $103K. The position accounts for 0.05% of the portfolio, ranked #179.

Keynote Financial Services first reported a position in LUMN in Q4 2025 and has held it in 3 quarters since. The position peaked at $115K in Q4 2025. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Keynote Financial Services held 13,406 shares of Lumen worth $103K as of Q2 2026.
  • Keynote Financial Services sold 185 Lumen shares in Q2 2026, an estimated $1.62K.
  • Lumen made up 0.05% of Keynote Financial Services's portfolio in Q2 2026, its #179 holding.
  • Keynote Financial Services first reported a position in Lumen in Q4 2025 and has held it in 3 quarters since.
  • Keynote Financial Services's Lumen position peaked at $115K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.