Next Level Wealth Planning’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Next Level Wealth Planning’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	$7.34K	Buy	+1,311	New	+$8.36K	﹤0.01%	362

Other funds holding LUMN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Next Level Wealth Planning's LUMN Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2026: 1,311 shares worth $7.34K. The stake represents ﹤0.01% of the portfolio and ranks #362 among its holdings.

353 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

Next Level Wealth Planning held 1,311 shares of Lumen Technologies, Inc. Common Stock worth $7.34K as of Q3 2026.
Lumen Technologies, Inc. Common Stock was a new Next Level Wealth Planning position in Q3 2026.
Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #362 holding.
353 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.