Rise Advisors’s Lumen LUMN Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-1,883	Closed	-$11.5K	–	868
2025 Q3	$11.5K	Hold	1,883	–	–	﹤0.01%	913
2025 Q2	$8.25K	Sell	1,883 -219	-10%	-$849	﹤0.01%	1077
2025 Q1	$8.24K	Buy	+2,102	New	+$10.5K	﹤0.01%	1099
2023 Q2	–	Sell	-126	Closed	-$333	–	742
2023 Q1	$333	Hold	126	–	–	﹤0.01%	760
2022 Q4	$656	Hold	126	–	–	﹤0.01%	691
2022 Q3	$1K	Buy	126 +3	+2%	+$31	﹤0.01%	639
2022 Q2	$1K	Buy	+123	New	+$1.38K	﹤0.01%	645

Other funds holding LUMN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rise Advisors's LUMN Position: Q4 2025 in Review

Rise Advisors sold out of Lumen (LUMN) in Q4 2025, closing a stake of 1,883 shares — an estimated $11.5K sold.

Rise Advisors first reported a position in LUMN in Q2 2022 and held it in 7 quarters. The position peaked at $11.5K in Q3 2025. 596 funds tracked by Wall St. Rank hold LUMN as of Q4 2025.

Rise Advisors reported no remaining Lumen position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,883 Lumen shares in Q4 2025, an estimated $11.5K.
Rise Advisors first reported a position in Lumen in Q2 2022 and held it in 7 quarters.
Rise Advisors's Lumen position peaked at $11.5K in Q3 2025.
596 funds tracked by Wall St. Rank held Lumen as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.