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	142,191 +3,817	+3%	+$43.5K	0.75%	17
2026 Q1	$1.74M	Buy	138,374 +39,560	+40%	+$535K	0.84%	18
2025 Q4	$1.39M	Buy	98,814 +4,173	+4%	+$66.7K	0.64%	19
2025 Q3	$1.91M	Buy	94,641 +16,177	+21%	+$355K	0.84%	18
2025 Q2	$1.73M	Buy	78,464 +3,561	+5%	+$89.7K	0.83%	17
2025 Q1	$1.95M	Buy	74,903 +2,166	+3%	+$58K	1.01%	16
2024 Q4	$1.88M	Buy	72,737 +2,442	+3%	+$62.6K	0.98%	16
2024 Q3	$1.78M	Buy	70,295 +17,079	+32%	+$431K	0.92%	16
2024 Q2	$1.28M	Buy	53,216 +33,559	+171%	+$818K	0.7%	16
2024 Q1	$489K	Buy	+19,657	New	+$463K	0.27%	15

Other funds holding LFT

Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 142,191 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. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

Melia Wealth held 142,191 shares of Lument Finance Trust worth $1.31M as of Q2 2026.
Melia Wealth bought 3,817 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.
49 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.