Nisa Investment Advisors
LFT

Nisa Investment Advisors’s Lument Finance Trust LFT Stock Holding History

Nisa Investment 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 		$5.85K Sell
4,500
-2,280
-34% -$3.08K ﹤0.01% 2419
2025
Q4 		$9.83K Sell
6,780
-3,220
-32% -$5.14K ﹤0.01% 2232
2025
Q3 		$20.6K Hold
10,000
– – ﹤0.01% 1977
2025
Q2 		$22.7K Hold
10,000
– – ﹤0.01% 1876
2025
Q1 		$26.9K Hold
10,000
– – ﹤0.01% 1774
2024
Q4 		$27.5K Hold
10,000
– – ﹤0.01% 1840
2024
Q3 		$26.1K Buy
10,000
+2,576
+35% +$6.5K ﹤0.01% 1821
2024
Q2 		$18.4K Hold
7,424
– – ﹤0.01% 1973
2024
Q1 		$19K Hold
7,424
– – ﹤0.01% 1908
2023
Q4 		$17.3K Hold
7,424
– – ﹤0.01% 1920
2023
Q3 		$15.4K Hold
7,424
– – ﹤0.01% 2082
2023
Q2 		$14.1K Hold
7,424
– – ﹤0.01% 2189
2023
Q1 		$15K Hold
7,424
– – ﹤0.01% 2081
2022
Q4 		$14K Hold
7,424
– – ﹤0.01% 2133
2022
Q3 		$16K Hold
7,424
– – ﹤0.01% 2099
2022
Q2 		$18K Sell
7,424
-4,315
-37% -$11.1K ﹤0.01% 2074
2022
Q1 		$32K Hold
11,739
– – ﹤0.01% 1953
2021
Q4 		$37K Hold
11,739
– – ﹤0.01% 1803
2021
Q3 		$46 Hold
11,739
– – ﹤0.01% 1955
2021
Q2 		$49 Hold
11,739
– – ﹤0.01% 1952
2021
Q1 		$41 Hold
11,739
– – ﹤0.01% 2023
2020
Q4 		$38K Hold
11,739
– – ﹤0.01% 2033
2020
Q3 		$32K Buy
11,739
+3,658
+45% +$9.01K ﹤0.01% 1979
2020
Q2 		$21K Buy
8,081
+2,124
+36% +$4.63K ﹤0.01% 1768
2020
Q1 		$11K Buy
5,957
+1,839
+45% +$5.21K ﹤0.01% 1837
2019
Q4 		$13K Buy
4,118
+1,103
+37% +$3.63K ﹤0.01% 1783
2019
Q3 		$10K Buy
3,015
+997
+49% +$3.32K ﹤0.01% 1781
2019
Q2 		$7K Buy
2,018
+913
+83% +$3.14K ﹤0.01% 1839
2019
Q1 		$4K Buy
+1,105
New +$3.74K ﹤0.01% 1938

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

Nisa Investment Advisors's LFT Position: Q1 2026 in Review

Nisa Investment Advisors reduced its Lument Finance Trust (LFT) stake by 34% in Q1 2026, selling an estimated $3.08K and leaving 4,500 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #2419.

Nisa Investment Advisors first reported a position in LFT in Q1 2019 and has held it in 29 quarters since. The position peaked at $38K in Q4 2020. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Nisa Investment Advisors held 4,500 shares of Lument Finance Trust worth $5.85K as of Q1 2026.
  • Nisa Investment Advisors sold 2,280 Lument Finance Trust shares in Q1 2026, an estimated $3.08K.
  • Lument Finance Trust made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #2419 holding.
  • Nisa Investment Advisors first reported a position in Lument Finance Trust in Q1 2019 and has held it in 29 quarters since.
  • Nisa Investment Advisors's Lument Finance Trust position peaked at $38K in Q4 2020.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.