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Keystone Financial Group (Kentucky)’s Lumen LUMN Stock Holding History

Keystone Financial Group (Kentucky)’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 		$90.4K Sell
11,768
-10,000
-46% -$87.7K 0.01% 549
2026
Q1 		$151K Sell
21,768
-4,000
-16% -$30.3K 0.01% 496
2025
Q4 		$200K Buy
+25,768
New +$212K 0.01% 434
2025
Q3 		– Sell
-27,432
Closed -$120K – 460
2025
Q2 		$120K Buy
27,432
+100
+0.4% +$388 0.01% 417
2025
Q1 		$107K Hold
27,332
– – 0.01% 385
2024
Q4 		$145K Buy
27,332
+16,664
+156% +$115K 0.01% 379
2024
Q3 		$75.7K Hold
10,668
– – 0.01% 364
2024
Q2 		$11.7K Hold
10,668
– – ﹤0.01% 168
2024
Q1 		$16.6K Sell
10,668
-81
-0.8% -$127 ﹤0.01% 346
2023
Q4 		$19.7K Buy
+10,749
New +$15.2K ﹤0.01% 298
2023
Q3 		– Sell
-10,749
Closed -$24.3K – 310
2023
Q2 		$24.3K Buy
+10,749
New +$23.7K ﹤0.01% 301
2022
Q4 		$56.1K Buy
10,749
+500
+5% +$3.07K 0.01% 280
2022
Q3 		$75K Buy
+10,249
New +$104K 0.02% 280

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

Keystone Financial Group (Kentucky)'s LUMN Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its Lumen (LUMN) stake by 46% in Q2 2026, selling an estimated $87.7K and leaving 11,768 shares worth $90.4K. The position accounts for 0.01% of the portfolio, ranked #549.

Keystone Financial Group (Kentucky) first reported a position in LUMN in Q3 2022 and has held it in 13 quarters since. The position peaked at $200K in Q4 2025. 620 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 11,768 shares of Lumen worth $90.4K as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 10,000 Lumen shares in Q2 2026, an estimated $87.7K.
  • Lumen made up 0.01% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #549 holding.
  • Keystone Financial Group (Kentucky) first reported a position in Lumen in Q3 2022 and has held it in 13 quarters since.
  • Keystone Financial Group (Kentucky)'s Lumen position peaked at $200K in Q4 2025.
  • 620 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.