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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
Q1 		$22.7K Buy
18,048
+43
+0.2% +$58 ﹤0.01% 3158
2025
Q4 		$25.4K Buy
18,005
+5
+0% +$8 ﹤0.01% 3179
2025
Q3 		$36.4K Buy
18,000
+5,971
+50% +$13.1K ﹤0.01% 2927
2025
Q2 		$26.6K Sell
12,029
-5,495
-31% -$13.8K ﹤0.01% 2861
2025
Q1 		$45.7K Sell
17,524
-43,655
-71% -$117K ﹤0.01% 2578
2024
Q4 		$158K Buy
61,179
+27,037
+79% +$69.3K ﹤0.01% 2150
2024
Q3 		$86.4K Buy
34,142
+24,142
+241% +$60.9K ﹤0.01% 2241
2024
Q2 		$24K Sell
10,000
-28
-0.3% -$68 ﹤0.01% 2577
2024
Q1 		$25K Sell
10,028
-560
-5% -$1.32K ﹤0.01% 2553
2023
Q4 		$26.1K Sell
10,588
-11,734
-53% -$24.4K ﹤0.01% 2472
2023
Q3 		$46.4K Buy
22,322
+12,322
+123% +$25.9K ﹤0.01% 2118
2023
Q2 		$19K Hold
10,000
– – ﹤0.01% 2396
2023
Q1 		$20.2K Hold
10,000
– – ﹤0.01% 2339
2022
Q4 		$19K Buy
+10,000
New +$20.5K ﹤0.01% 2140

Other funds holding LFT

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

NewEdge Advisors's LFT Position: Q1 2026 in Review

NewEdge Advisors increased its Lument Finance Trust (LFT) stake by 0.24% in Q1 2026, buying an estimated $58 and bringing the position to 18,048 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3158.

NewEdge Advisors first reported a position in LFT in Q4 2022 and has held it in 14 quarters since. The position peaked at $158K in Q4 2024. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • NewEdge Advisors held 18,048 shares of Lument Finance Trust worth $22.7K as of Q1 2026.
  • NewEdge Advisors bought 43 Lument Finance Trust shares in Q1 2026, an estimated $58.
  • Lument Finance Trust made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3158 holding.
  • NewEdge Advisors first reported a position in Lument Finance Trust in Q4 2022 and has held it in 14 quarters since.
  • NewEdge Advisors's Lument Finance Trust position peaked at $158K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.