SIC
LFT

SJS Investment Consulting’s Lument Finance Trust LFT Stock Holding History

SJS Investment Consulting’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7 Buy
7
+5
+250% +$6 ﹤0.01% 2866
2026
Q1 		$3 Buy
+2
New +$3 ﹤0.01% 2464

Other funds holding LFT

DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

SJS Investment Consulting's LFT Position: Q2 2026 in Review

SJS Investment Consulting increased its Lument Finance Trust (LFT) stake by 250% in Q2 2026, buying an estimated $6 and bringing the position to 7 shares worth $7. The position accounts for ﹤0.01% of the portfolio, ranked #2866.

SJS Investment Consulting first reported a position in LFT in Q1 2026 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • SJS Investment Consulting held 7 shares of Lument Finance Trust worth $7 as of Q2 2026.
  • SJS Investment Consulting bought 5 Lument Finance Trust shares in Q2 2026, an estimated $6.
  • Lument Finance Trust made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #2866 holding.
  • SJS Investment Consulting first reported a position in Lument Finance Trust in Q1 2026 and has held it in 2 quarters since.
  • 9 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.