Performa Ltd (US)
LUMN icon

Performa Ltd (US)’s Lumen Technologies, Inc. Common Stock LUMN Stock Holding History

Performa Ltd (US)’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 		$19.6K Buy
+3,500
New +$22.3K ﹤0.01% 27
2025
Q3 		– Sell
-500
Closed -$2.19K – 58
2025
Q2 		$2.19K Hold
500
– – ﹤0.01% 48
2025
Q1 		$1.96K Buy
+500
New +$2.49K ﹤0.01% 51
2024
Q4 		– Sell
-10,000
Closed -$71K – 57
2024
Q3 		$71K Sell
10,000
-57,500
-85% -$245K 0.03% 21
2024
Q2 		$74.2K Buy
67,500
+17,500
+35% +$22.2K 0.03% 21
2024
Q1 		$78K Buy
50,000
+10,000
+25% +$15.6K 0.03% 19
2023
Q4 		$73.2K Buy
40,000
+6,000
+18% +$8.5K 0.03% 20
2023
Q3 		$48.3K Buy
34,000
+10,000
+42% +$16.9K 0.02% 20
2023
Q2 		$54.2K Buy
24,000
+6,000
+33% +$13.2K 0.03% 19
2023
Q1 		$47.7K Buy
18,000
+16,750
+1,340% +$67.6K 0.03% 20
2022
Q4 		$6.52K Buy
1,250
+975
+355% +$5.99K ﹤0.01% 47
2022
Q3 		$2K Buy
275
+100
+57% +$1.02K ﹤0.01% 67
2022
Q2 		$2K Hold
175
– – ﹤0.01% 54
2022
Q1 		$2K Hold
175
– – ﹤0.01% 47
2021
Q4 		$2K Hold
175
– – ﹤0.01% 56
2021
Q3 		$2K Hold
175
– – ﹤0.01% 50
2021
Q2 		$2K Hold
175
– – ﹤0.01% 38
2021
Q1 		$2K Hold
175
– – ﹤0.01% 32
2020
Q4 		$2K Buy
+175
New +$1.73K ﹤0.01% 28

Other funds holding LUMN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Penn Capital Management
Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Performa Ltd (US)'s LUMN Position: Q3 2026 in Review

Performa Ltd (US) opened a new position in Lumen Technologies, Inc. Common Stock (LUMN) in Q3 2026: 3,500 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #27 among its holdings. This is a return to the name: Performa Ltd (US) previously reported a position in LUMN as recently as Q2 2025.

Performa Ltd (US) first reported a position in LUMN in Q4 2020 and has held it in 19 quarters since. The position peaked at $78K in Q1 2024. 290 funds tracked by Wall St. Rank hold LUMN as of Q3 2026.

  • Performa Ltd (US) held 3,500 shares of Lumen Technologies, Inc. Common Stock worth $19.6K as of Q3 2026.
  • Lumen Technologies, Inc. Common Stock was a new Performa Ltd (US) position in Q3 2026.
  • Lumen Technologies, Inc. Common Stock made up ﹤0.01% of Performa Ltd (US)'s portfolio in Q3 2026, its #27 holding.
  • Performa Ltd (US) first reported a position in Lumen Technologies, Inc. Common Stock in Q4 2020 and has held it in 19 quarters since.
  • Performa Ltd (US)'s Lumen Technologies, Inc. Common Stock position peaked at $78K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Lumen Technologies, Inc. Common Stock as of Q3 2026.

Based on Performa Ltd (US)'s 13F filing for Q3 2026, filed 5 Nov 2026.