Optimize Financial’s Lumen LUMN Stock Holding History

Optimize Financial’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
2025 Q3	–	Sell	-276,539	Closed	-$1.21M	–	390
2025 Q2	$1.21M	Sell	276,539 -1,988	-0.7%	-$7.7K	0.74%	43
2025 Q1	$1.09M	Buy	278,527 +118,430	+74%	+$590K	0.41%	43
2024 Q4	$850K	Buy	+160,097	New	+$1.1M	0.64%	38

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

FSCM

Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PCM

Palestra Capital Management New York $2.95B AUM 61.62% 1-Year Est. Return

Optimize Financial's LUMN Position: Q3 2025 in Review

Optimize Financial sold out of Lumen (LUMN) in Q3 2025, closing a stake of 276,539 shares — an estimated $1.21M sold.

Optimize Financial first reported a position in LUMN in Q4 2024 and held it in 3 quarters. The position peaked at $1.21M in Q2 2025. 545 funds tracked by Wall St. Rank hold LUMN as of Q3 2025.

Optimize Financial reported no remaining Lumen position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 276,539 Lumen shares in Q3 2025, an estimated $1.21M.
Optimize Financial first reported a position in Lumen in Q4 2024 and held it in 3 quarters.
Optimize Financial's Lumen position peaked at $1.21M in Q2 2025.
545 funds tracked by Wall St. Rank held Lumen as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.