NBC Securities’s Lumen LUMN Stock Holding History

NBC Securities’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	$960	Hold	125	–	–	﹤0.01%	2327
2026 Q1	$868	Hold	125	–	–	﹤0.01%	2431
2025 Q4	$971	Hold	125	–	–	﹤0.01%	2548
2025 Q3	$765	Buy	+125	New	+$600	﹤0.01%	2589
2025 Q1	–	Sell	-1	Closed	-$5	–	2133
2024 Q4	$5	Sell	1 -1,548	-100%	-$10.7K	﹤0.01%	1227
2024 Q3	$11K	Buy	+1,549	New	+$6.61K	﹤0.01%	1701
2024 Q2	–	Sell	-1,045	Closed	-$1K	–	2155
2024 Q1	$1K	Sell	1,045 -209	-17%	-$327	﹤0.01%	2098
2023 Q4	$2K	Sell	1,254 -8,483	-87%	-$12K	﹤0.01%	2016
2023 Q3	$13K	Buy	+9,737	New	+$16.5K	﹤0.01%	1623

Other funds holding LUMN

VNIM

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NBC Securities's LUMN Position: Q2 2026 in Review

NBC Securities held its Lumen (LUMN) position steady in Q2 2026 at 125 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #2327.

NBC Securities first reported a position in LUMN in Q3 2023 and has held it in 9 quarters since. The position peaked at $13K in Q3 2023. 126 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

NBC Securities held 125 shares of Lumen worth $960 as of Q2 2026.
NBC Securities left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #2327 holding.
NBC Securities first reported a position in Lumen in Q3 2023 and has held it in 9 quarters since.
NBC Securities's Lumen position peaked at $13K in Q3 2023.
126 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.