PAIM
LFT

Punch & Associates Investment Management’s Lument Finance Trust LFT Stock Holding History

Punch & Associates Investment Management’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 		– Sell
-267,162
Closed -$377K – 173
2025
Q4 		$377K Sell
267,162
-440,150
-62% -$703K 0.02% 140
2025
Q3 		$1.43M Sell
707,312
-191,521
-21% -$420K 0.08% 140
2025
Q2 		$1.99M Sell
898,833
-97,986
-10% -$247K 0.12% 131
2025
Q1 		$2.6M Sell
996,819
-285,226
-22% -$763K 0.17% 127
2024
Q4 		$3.31M Sell
1,282,045
-124,517
-9% -$319K 0.18% 132
2024
Q3 		$3.56M Sell
1,406,562
-40,500
-3% -$102K 0.2% 128
2024
Q2 		$3.47M Buy
1,447,062
+86,500
+6% +$211K 0.2% 133
2024
Q1 		$3.39M Sell
1,360,562
-186,813
-12% -$440K 0.19% 132
2023
Q4 		$3.61M Sell
1,547,375
-110,712
-7% -$231K 0.21% 131
2023
Q3 		$3.45M Buy
1,658,087
+75,325
+5% +$158K 0.22% 132
2023
Q2 		$3.01M Sell
1,582,762
-30,000
-2% -$55.8K 0.18% 138
2023
Q1 		$3.26M Buy
1,612,762
+81,535
+5% +$169K 0.21% 134
2022
Q4 		$2.91M Sell
1,531,227
-97,060
-6% -$199K 0.19% 143
2022
Q3 		$3.52M Sell
1,628,287
-94,340
-5% -$234K 0.25% 133
2022
Q2 		$4.1M Sell
1,722,627
-885
-0.1% -$2.28K 0.29% 125
2022
Q1 		$4.72M Buy
1,723,512
+1,165,987
+209% +$3.68M 0.27% 132
2021
Q4 		$2.14M Buy
557,525
+70,447
+14% +$275K 0.11% 163
2021
Q3 		$1.93M Sell
487,078
-20,324
-4% -$82.3K 0.11% 165
2021
Q2 		$2.14M Sell
507,402
-504,813
-50% -$1.95M 0.12% 168
2021
Q1 		$3.57M Buy
1,012,215
+37,010
+4% +$123K 0.21% 147
2020
Q4 		$3.19M Sell
975,205
-57,099
-6% -$167K 0.22% 147
2020
Q3 		$2.82M Sell
1,032,304
-79,336
-7% -$195K 0.24% 140
2020
Q2 		$2.95M Buy
1,111,640
+100,855
+10% +$220K 0.27% 131
2020
Q1 		$1.87M Hold
1,010,785
– – 0.22% 135
2019
Q4 		$3.27M Buy
1,010,785
+172,000
+21% +$567K 0.26% 133
2019
Q3 		$2.82M Buy
838,785
+183,325
+28% +$611K 0.23% 146
2019
Q2 		$2.23M Buy
655,460
+480,460
+275% +$1.65M 0.19% 151
2019
Q1 		$611K Buy
+175,000
New +$592K 0.05% 174

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

Punch & Associates Investment Management's LFT Position: Q1 2026 in Review

Punch & Associates Investment Management sold out of Lument Finance Trust (LFT) in Q1 2026, closing a stake of 267,162 shares — an estimated $377K sold.

Punch & Associates Investment Management first reported a position in LFT in Q1 2019 and held it in 28 quarters. The position peaked at $4.72M in Q1 2022. 64 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Punch & Associates Investment Management reported no remaining Lument Finance Trust position as of Q1 2026 after selling out during the quarter.
  • Punch & Associates Investment Management sold 267,162 Lument Finance Trust shares in Q1 2026, an estimated $377K.
  • Punch & Associates Investment Management first reported a position in Lument Finance Trust in Q1 2019 and held it in 28 quarters.
  • Punch & Associates Investment Management's Lument Finance Trust position peaked at $4.72M in Q1 2022.
  • 64 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Punch & Associates Investment Management's 13F filing for Q1 2026, filed 15 May 2026.