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Newbridge Financial Services Group’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Newbridge Financial Services Group’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
Q3 		$18.5K Buy
3,300
+3,100
+1,550% +$19.8K ﹤0.01% 733
2026
Q2 		$1.54K Hold
200
– – ﹤0.01% 1095
2026
Q1 		$1.39K Sell
200
-291
-59% -$2.2K ﹤0.01% 1059
2025
Q4 		$3.81K Sell
491
-22,954
-98% -$189K ﹤0.01% 939
2025
Q3 		$143K Sell
23,445
-100
-0.4% -$480 0.02% 341
2025
Q2 		$103K Hold
23,545
– – 0.02% 375
2025
Q1 		$92.3K Hold
23,545
– – 0.02% 275
2024
Q4 		$125K Buy
+23,545
New +$162K 0.03% 254
2024
Q3 		– Sell
-23,445
Closed -$25.8K – 917
2024
Q2 		$25.8K Hold
23,445
– – 0.01% 522
2024
Q1 		$36.6K Sell
23,445
-1,401
-6% -$2.19K 0.02% 464
2023
Q4 		$45.5K Sell
24,846
-2,802
-10% -$3.97K 0.02% 411
2023
Q3 		$39.3K Buy
27,648
+9,000
+48% +$15.2K 0.02% 471
2023
Q2 		$42.1K Sell
18,648
-117
-0.6% -$258 0.02% 501
2023
Q1 		$49.7K Hold
18,765
– – 0.03% 470
2022
Q4 		$98K Hold
18,765
– – 0.06% 302
2022
Q3 		$137K Buy
18,765
+12,943
+222% +$132K 0.08% 244
2022
Q2 		$64K Buy
5,822
+137
+2% +$1.54K 0.04% 352
2022
Q1 		$64K Buy
5,685
+27
+0.5% +$309 0.03% 408
2021
Q4 		$71K Buy
5,658
+43
+0.8% +$547 0.03% 375
2021
Q3 		$70K Buy
5,615
+32
+0.6% +$401 0.04% 333
2021
Q2 		$76K Sell
5,583
-259
-4% -$3.57K 0.05% 335
2021
Q1 		$78K Hold
5,842
– – 0.06% 299
2020
Q4 		$57K Sell
5,842
-294
-5% -$2.9K 0.05% 301
2020
Q3 		$62K Buy
+6,136
New +$63.8K 0.06% 274

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Newbridge Financial Services Group's LUMN Position: Q3 2026 in Review

Newbridge Financial Services Group increased its Lumen Technologies, Inc. Common Stock (LUMN) stake by 1,550% in Q3 2026, buying an estimated $19.8K and bringing the position to 3,300 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #733.

Newbridge Financial Services Group first reported a position in LUMN in Q3 2020 and has held it in 24 quarters since. The position peaked at $143K in Q3 2025. 59 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Newbridge Financial Services Group held 3,300 shares of Lumen Technologies, Inc. Common Stock worth $18.5K as of Q3 2026.
  • Newbridge Financial Services Group bought 3,100 Lumen Technologies, Inc. Common Stock shares in Q3 2026, an estimated $19.8K.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #733 holding.
  • Newbridge Financial Services Group first reported a position in Lumen Technologies, Inc. Common Stock in Q3 2020 and has held it in 24 quarters since.
  • Newbridge Financial Services Group's Lumen Technologies, Inc. Common Stock position peaked at $143K in Q3 2025.
  • 59 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.