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Ritter Daniher Financial Advisory’s Lumen LUMN Stock Holding History

Ritter Daniher Financial Advisory’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
Q2 		$753 Buy
+98
New +$859 ﹤0.01% 570

Other funds holding LUMN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ritter Daniher Financial Advisory's LUMN Position: Q2 2026 in Review

Ritter Daniher Financial Advisory opened a new position in Lumen (LUMN) in Q2 2026: 98 shares worth $753. The stake represents ﹤0.01% of the portfolio and ranks #570 among its holdings.

622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Ritter Daniher Financial Advisory held 98 shares of Lumen worth $753 as of Q2 2026.
  • Lumen was a new Ritter Daniher Financial Advisory position in Q2 2026.
  • Lumen made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #570 holding.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.