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Root Financial Partners’s Lumen LUMN Stock Holding History

Root Financial Partners’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 		– Sell
-1,975
Closed -$13.7K – 1993
2026
Q1 		$13.7K Buy
1,975
+118
+6% +$893 ﹤0.01% 1535
2025
Q4 		$14.4K Buy
1,857
+705
+61% +$5.8K ﹤0.01% 1337
2025
Q3 		$7.05K Buy
+1,152
New +$5.53K ﹤0.01% 1587

Other funds holding LUMN

CA
CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's LUMN Position: Q2 2026 in Review

Root Financial Partners sold out of Lumen (LUMN) in Q2 2026, closing a stake of 1,975 shares — an estimated $13.7K sold.

Root Financial Partners first reported a position in LUMN in Q3 2025 and held it in 3 quarters. The position peaked at $14.4K in Q4 2025. 194 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Root Financial Partners reported no remaining Lumen position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,975 Lumen shares in Q2 2026, an estimated $13.7K.
  • Root Financial Partners first reported a position in Lumen in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Lumen position peaked at $14.4K in Q4 2025.
  • 194 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.