LSA
LFT

Lion Street Advisors’s Lument Finance Trust LFT Stock Holding History

Lion Street Advisors’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
Q3 		$42.8K Hold
10,706
– – 0.01% 224
2025
Q2 		$23.7K Hold
10,706
– – 0.01% 273
2025
Q1 		$27.9K Hold
10,706
– – 0.01% 265
2024
Q4 		$27.6K Hold
10,706
– – 0.01% 260
2024
Q3 		$27.1K Hold
10,706
– – 0.01% 260
2024
Q2 		$25.7K Hold
10,706
– – 0.01% 260
2024
Q1 		$24.9K Hold
10,706
– – 0.01% 249
2023
Q4 		$24.9K Hold
10,706
– – 0.01% 248
2023
Q3 		$22.3K Hold
10,706
– – 0.01% 242
2023
Q2 		$42.8K Hold
10,706
– – 0.01% 237
2023
Q1 		$21.6K Buy
+10,706
New +$22.2K 0.01% 233

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DAM
Deltec Asset Management New York $545M AUM 33.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return