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Rossby Financial’s Lumen LUMN Stock Holding History

Rossby Financial’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 		$4.27K Buy
556
+458
+467% +$4.02K ﹤0.01% 1497
2026
Q1 		$693 Buy
+98
New +$742 ﹤0.01% 2057
2025
Q3 		– Sell
-77
Closed -$337 – 1502
2025
Q2 		$337 Hold
77
– – ﹤0.01% 1202
2025
Q1 		$258 Buy
+77
New +$384 ﹤0.01% 1053

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

Rossby Financial's LUMN Position: Q2 2026 in Review

Rossby Financial increased its Lumen (LUMN) stake by 467% in Q2 2026, buying an estimated $4.02K and bringing the position to 556 shares worth $4.27K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Rossby Financial first reported a position in LUMN in Q1 2025 and has held it in 4 quarters since. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

  • Rossby Financial held 556 shares of Lumen worth $4.27K as of Q2 2026.
  • Rossby Financial bought 458 Lumen shares in Q2 2026, an estimated $4.02K.
  • Lumen made up ﹤0.01% of Rossby Financial's portfolio in Q2 2026, its #1497 holding.
  • Rossby Financial first reported a position in Lumen in Q1 2025 and has held it in 4 quarters since.
  • 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.