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
-26,716
Closed -$377K – 173
2025
Q4 		$377K Sell
26,716
-44,015
-62% -$703K 0.02% 140
2025
Q3 		$1.43M Sell
70,731
-19,152
-21% -$420K 0.08% 140
2025
Q2 		$1.99M Sell
89,883
-9,799
-10% -$247K 0.12% 131
2025
Q1 		$2.6M Sell
99,682
-28,523
-22% -$763K 0.17% 127
2024
Q4 		$3.31M Sell
128,205
-12,451
-9% -$319K 0.18% 132
2024
Q3 		$3.56M Sell
140,656
-4,050
-3% -$102K 0.2% 128
2024
Q2 		$3.47M Buy
144,706
+8,650
+6% +$211K 0.2% 133
2024
Q1 		$3.39M Sell
136,056
-18,682
-12% -$440K 0.19% 132
2023
Q4 		$3.61M Sell
154,738
-11,071
-7% -$231K 0.21% 131
2023
Q3 		$3.45M Buy
165,809
+7,533
+5% +$158K 0.22% 132
2023
Q2 		$3.01M Sell
158,276
-3,000
-2% -$55.8K 0.18% 138
2023
Q1 		$3.26M Buy
161,276
+8,153
+5% +$169K 0.21% 134
2022
Q4 		$2.91M Sell
153,123
-9,706
-6% -$199K 0.19% 143
2022
Q3 		$3.52M Sell
162,829
-9,434
-5% -$234K 0.25% 133
2022
Q2 		$4.1M Sell
172,263
-88
-0.1% -$2.27K 0.29% 125
2022
Q1 		$4.72M Buy
172,351
+116,598
+209% +$3.68M 0.27% 132
2021
Q4 		$2.14M Buy
55,753
+7,045
+14% +$275K 0.11% 163
2021
Q3 		$1.93M Sell
48,708
-2,032
-4% -$82.2K 0.11% 165
2021
Q2 		$2.14M Sell
50,740
-50,482
-50% -$1.95M 0.12% 168
2021
Q1 		$3.57M Buy
101,222
+3,701
+4% +$123K 0.21% 147
2020
Q4 		$3.19M Sell
97,521
-5,709
-6% -$167K 0.22% 147
2020
Q3 		$2.82M Sell
103,230
-7,934
-7% -$195K 0.24% 140
2020
Q2 		$2.95M Buy
111,164
+10,085
+10% +$220K 0.27% 131
2020
Q1 		$1.87M Hold
101,079
– – 0.22% 135
2019
Q4 		$3.27M Buy
101,079
+17,200
+21% +$567K 0.26% 133
2019
Q3 		$2.82M Buy
83,879
+18,333
+28% +$611K 0.23% 146
2019
Q2 		$2.23M Buy
65,546
+48,046
+275% +$1.65M 0.19% 151
2019
Q1 		$611K Buy
+17,500
New +$592K 0.05% 174

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T 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 26,716 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. 61 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 26,716 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.
  • 61 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.