N.E.W. Advisory Services’s Lumen LUMN Stock Holding History

N.E.W. Advisory Services’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	$2.73K	Hold	355	–	–	﹤0.01%	815
2026 Q1	$2.47K	Hold	355	–	–	﹤0.01%	803
2025 Q4	$2.76K	Hold	355	–	–	﹤0.01%	761
2025 Q3	$2.17K	Hold	355	–	–	﹤0.01%	738
2025 Q2	$1.55K	Hold	355	–	–	﹤0.01%	759
2025 Q1	$1.39K	Buy	+355	New	+$1.77K	﹤0.01%	825

Other funds holding LUMN

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

N.E.W. Advisory Services's LUMN Position: Q2 2026 in Review

N.E.W. Advisory Services held its Lumen (LUMN) position steady in Q2 2026 at 355 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #815.

N.E.W. Advisory Services first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.76K in Q4 2025. 369 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

N.E.W. Advisory Services held 355 shares of Lumen worth $2.73K as of Q2 2026.
N.E.W. Advisory Services left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #815 holding.
N.E.W. Advisory Services first reported a position in Lumen in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Lumen position peaked at $2.76K in Q4 2025.
369 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.