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
Q2 		$1.31M Buy
1,421,909
+38,171
+3% +$43.5K 0.75% 17
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 $91.9M AUM 27.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Melia Wealth's LFT Position: Q2 2026 in Review

Melia Wealth increased its Lument Finance Trust (LFT) stake by 2.8% in Q2 2026, buying an estimated $43.5K and bringing the position to 1,421,909 shares worth $1.31M. The position accounts for 0.75% of the portfolio, ranked #17.

Melia Wealth first reported a position in LFT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.95M in Q1 2025. 52 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • Melia Wealth held 1,421,909 shares of Lument Finance Trust worth $1.31M as of Q2 2026.
  • Melia Wealth bought 38,171 Lument Finance Trust shares in Q2 2026, an estimated $43.5K.
  • Lument Finance Trust made up 0.75% of Melia Wealth's portfolio in Q2 2026, its #17 holding.
  • Melia Wealth first reported a position in Lument Finance Trust in Q1 2024 and has held it in 10 quarters since.
  • Melia Wealth's Lument Finance Trust position peaked at $1.95M in Q1 2025.
  • 52 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on Melia Wealth's 13F filing for Q2 2026, filed 17 Aug 2026.