MW
LFT

Melia Wealth’s Lument Finance Trust LFT Stock Holding History

Melia Wealth’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
2026
Q1 		$1.74M Buy
1,383,738
+395,601
+40% +$535K 0.84% 18
2025
Q4 		$1.39M Buy
988,137
+41,731
+4% +$66.7K 0.64% 19
2025
Q3 		$1.91M Buy
946,406
+161,767
+21% +$355K 0.84% 18
2025
Q2 		$1.73M Buy
784,639
+35,606
+5% +$89.7K 0.83% 17
2025
Q1 		$1.95M Buy
749,033
+21,668
+3% +$58K 1.01% 16
2024
Q4 		$1.88M Buy
727,365
+24,415
+3% +$62.5K 0.98% 16
2024
Q3 		$1.78M Buy
702,950
+170,791
+32% +$431K 0.92% 16
2024
Q2 		$1.28M Buy
532,159
+335,586
+171% +$818K 0.7% 16
2024
Q1 		$489K Buy
+196,573
New +$463K 0.27% 15

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 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
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
DAM
Deltec Asset Management New York $545M AUM 33.4% 1-Year Est. Return

Melia Wealth's LFT Position: Q1 2026 in Review

Melia Wealth increased its Lument Finance Trust (LFT) stake by 40% in Q1 2026, buying an estimated $535K and bringing the position to 1,383,738 shares worth $1.74M. The position accounts for 0.84% of the portfolio, ranked #18.

Melia Wealth first reported a position in LFT in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.95M in Q1 2025. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Melia Wealth held 1,383,738 shares of Lument Finance Trust worth $1.74M as of Q1 2026.
  • Melia Wealth bought 395,601 Lument Finance Trust shares in Q1 2026, an estimated $535K.
  • Lument Finance Trust made up 0.84% of Melia Wealth's portfolio in Q1 2026, its #18 holding.
  • Melia Wealth first reported a position in Lument Finance Trust in Q1 2024 and has held it in 9 quarters since.
  • Melia Wealth's Lument Finance Trust position peaked at $1.95M in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Melia Wealth's 13F filing for Q1 2026, filed 8 May 2026.