Raymond James Financial
LFT

Raymond James Financial’s Lument Finance Trust LFT Stock Holding History

Raymond James Financial’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
-1,763
Closed -$24.9K – 5376
2025
Q4 		$24.9K Buy
1,763
+9
+0.5% +$144 ﹤0.01% 5071
2025
Q3 		$35.4K Sell
1,754
-25
-1% -$549 ﹤0.01% 4859
2025
Q2 		$39.3K Sell
1,779
-271
-13% -$6.83K ﹤0.01% 5282
2025
Q1 		$53.5K Buy
2,050
+203
+11% +$5.43K ﹤0.01% 4635
2024
Q4 		$47.6K Buy
+1,847
New +$47.3K ﹤0.01% 4616

Other funds holding LFT

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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 $3.38T AUM 44.17% 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

Raymond James Financial's LFT Position: Q1 2026 in Review

Raymond James Financial sold out of Lument Finance Trust (LFT) in Q1 2026, closing a stake of 1,763 shares — an estimated $24.9K sold.

Raymond James Financial first reported a position in LFT in Q4 2024 and held it in 5 quarters. The position peaked at $53.5K in Q1 2025. 61 funds tracked by Wall St. Rank hold LFT as of Q1 2026.

  • Raymond James Financial reported no remaining Lument Finance Trust position as of Q1 2026 after selling out during the quarter.
  • Raymond James Financial sold 1,763 Lument Finance Trust shares in Q1 2026, an estimated $24.9K.
  • Raymond James Financial first reported a position in Lument Finance Trust in Q4 2024 and held it in 5 quarters.
  • Raymond James Financial's Lument Finance Trust position peaked at $53.5K in Q1 2025.
  • 61 funds tracked by Wall St. Rank held Lument Finance Trust as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.