Phoenix Financial’s Lumen LUMN Stock Holding History

Phoenix 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
2026 Q1	–	Sell	-14,812	Closed	-$115K	–	514
2025 Q4	$115K	Sell	14,812 -38,703	-72%	-$319K	﹤0.01%	454
2025 Q3	$328K	Buy	53,515 +1,473	+3%	+$7.07K	﹤0.01%	368
2025 Q2	$228K	Buy	52,042 +22,409	+76%	+$86.8K	﹤0.01%	383
2025 Q1	$116K	Buy	+29,633	New	+$148K	﹤0.01%	361
2024 Q4	–	Sell	-13,335	Closed	-$94.7K	–	388
2024 Q3	$94.7K	Buy	+13,335	New	+$56.9K	﹤0.01%	352

Other funds holding LUMN

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Phoenix Financial's LUMN Position: Q1 2026 in Review

Phoenix Financial sold out of Lumen (LUMN) in Q1 2026, closing a stake of 14,812 shares — an estimated $115K sold.

Phoenix Financial first reported a position in LUMN in Q3 2024 and held it in 5 quarters. The position peaked at $328K in Q3 2025. 597 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

Phoenix Financial reported no remaining Lumen position as of Q1 2026 after selling out during the quarter.
Phoenix Financial sold 14,812 Lumen shares in Q1 2026, an estimated $115K.
Phoenix Financial first reported a position in Lumen in Q3 2024 and held it in 5 quarters.
Phoenix Financial's Lumen position peaked at $328K in Q3 2025.
597 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Phoenix Financial's 13F filing for Q1 2026, filed 11 May 2026.