NewEdge Advisors
LFT

NewEdge Advisors’s Lument Finance Trust LFT Stock Holding History

NewEdge Advisors’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 		$16.6K Buy
1,807
+2
+0.1% +$23 ﹤0.01% 3410
2026
Q1 		$22.7K Buy
1,805
+4
+0.2% +$54 ﹤0.01% 3158
2025
Q4 		$25.4K Buy
1,801
+1
+0.1% +$16 ﹤0.01% 3179
2025
Q3 		$36.4K Buy
1,800
+597
+50% +$13.1K ﹤0.01% 2927
2025
Q2 		$26.6K Sell
1,203
-549
-31% -$13.8K ﹤0.01% 2861
2025
Q1 		$45.7K Sell
1,752
-4,366
-71% -$117K ﹤0.01% 2578
2024
Q4 		$158K Buy
6,118
+2,704
+79% +$69.3K ﹤0.01% 2150
2024
Q3 		$86.4K Buy
3,414
+2,414
+241% +$60.9K ﹤0.01% 2241
2024
Q2 		$24K Sell
1,000
-3
-0.3% -$73 ﹤0.01% 2577
2024
Q1 		$25K Sell
1,003
-56
-5% -$1.32K ﹤0.01% 2553
2023
Q4 		$26.1K Sell
1,059
-1,173
-53% -$24.4K ﹤0.01% 2472
2023
Q3 		$46.4K Buy
2,232
+1,232
+123% +$25.9K ﹤0.01% 2118
2023
Q2 		$19K Hold
1,000
– – ﹤0.01% 2396
2023
Q1 		$20.2K Hold
1,000
– – ﹤0.01% 2339
2022
Q4 		$19K Buy
+1,000
New +$20.5K ﹤0.01% 2140

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 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

NewEdge Advisors's LFT Position: Q2 2026 in Review

NewEdge Advisors increased its Lument Finance Trust (LFT) stake by 0.11% in Q2 2026, buying an estimated $23 and bringing the position to 1,807 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3410.

NewEdge Advisors first reported a position in LFT in Q4 2022 and has held it in 15 quarters since. The position peaked at $158K in Q4 2024. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • NewEdge Advisors held 1,807 shares of Lument Finance Trust worth $16.6K as of Q2 2026.
  • NewEdge Advisors bought 2 Lument Finance Trust shares in Q2 2026, an estimated $23.
  • Lument Finance Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3410 holding.
  • NewEdge Advisors first reported a position in Lument Finance Trust in Q4 2022 and has held it in 15 quarters since.
  • NewEdge Advisors's Lument Finance Trust position peaked at $158K in Q4 2024.
  • 49 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.