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

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 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.

73 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.
73 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.