Stifel Financial’s Lumen LUMN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $682K | Buy |
88,795
+3,262
| +4% | +$28.6K | ﹤0.01% | 2780 |
|
|
2026
Q1 | $594K | Buy |
85,533
+14,522
| +20% | +$110K | ﹤0.01% | 2762 |
|
|
2025
Q4 | $552K | Sell |
71,011
-9,872
| -12% | -$81.3K | ﹤0.01% | 2805 |
|
|
2025
Q3 | $495K | Sell |
80,883
-10,453
| -11% | -$50.2K | ﹤0.01% | 2824 |
|
|
2025
Q2 | $400K | Buy |
91,336
+4,597
| +5% | +$17.8K | ﹤0.01% | 2891 |
|
|
2025
Q1 | $340K | Sell |
86,739
-79,596
| -48% | -$397K | ﹤0.01% | 2904 |
|
|
2024
Q4 | $883K | Buy |
166,335
+42,950
| +35% | +$296K | ﹤0.01% | 2332 |
|
|
2024
Q3 | $876K | Sell |
123,385
-12,521
| -9% | -$53.5K | ﹤0.01% | 2319 |
|
|
2024
Q2 | $149K | Sell |
135,906
-57,510
| -30% | -$72.9K | ﹤0.01% | 3158 |
|
|
2024
Q1 | $302K | Buy |
193,416
+61,014
| +46% | +$95.3K | ﹤0.01% | 2906 |
|
|
2023
Q4 | $242K | Buy |
132,402
+38,580
| +41% | +$54.7K | ﹤0.01% | 2963 |
|
|
2023
Q3 | $133K | Sell |
93,822
-4,784
| -5% | -$8.1K | ﹤0.01% | 3065 |
|
|
2023
Q2 | $223K | Sell |
98,606
-79,679
| -45% | -$175K | ﹤0.01% | 2985 |
|
|
2023
Q1 | $472K | Sell |
178,285
-160,184
| -47% | -$646K | ﹤0.01% | 2545 |
|
|
2022
Q4 | $1.77M | Sell |
338,469
-132,631
| -28% | -$815K | ﹤0.01% | 1609 |
|
|
2022
Q3 | $3.43M | Buy |
471,100
+890
| +0.2% | +$9.06K | 0.01% | 1137 |
|
|
2022
Q2 | $5.13M | Sell |
470,210
-504,649
| -52% | -$5.66M | 0.01% | 965 |
|
|
2022
Q1 | $11M | Buy |
974,859
+96,292
| +11% | +$1.1M | 0.02% | 681 |
|
|
2021
Q4 | $11M | Sell |
878,567
-183,909
| -17% | -$2.34M | 0.01% | 699 |
|
|
2021
Q3 | $13.2M | Sell |
1,062,476
-347,773
| -25% | -$4.36M | 0.02% | 617 |
|
|
2021
Q2 | $19.2M | Buy |
1,410,249
+374,474
| +36% | +$5.17M | 0.03% | 480 |
|
|
2021
Q1 | $13.8M | Sell |
1,035,775
-631,592
| -38% | -$7.84M | 0.02% | 550 |
|
|
2020
Q4 | $16.3M | Sell |
1,667,367
-254,310
| -13% | -$2.51M | 0.03% | 452 |
|
|
2020
Q3 | $19.4M | Buy |
1,921,677
+94,580
| +5% | +$983K | 0.04% | 361 |
|
|
2020
Q2 | $18.3M | Buy |
1,827,097
+153,890
| +9% | +$1.54M | 0.04% | 348 |
|
|
2020
Q1 | $15.8M | Buy |
1,673,207
+32,863
| +2% | +$411K | 0.04% | 329 |
|
|
2019
Q4 | $21.7M | Buy |
1,640,344
+26,597
| +2% | +$357K | 0.05% | 335 |
|
|
2019
Q3 | $20.1M | Sell |
1,613,747
-55,284
| -3% | -$657K | 0.05% | 320 |
|
|
2019
Q2 | $19.6M | Sell |
1,669,031
-10,760
| -0.6% | -$121K | 0.05% | 325 |
|
|
2019
Q1 | $20.1M | Buy |
1,679,791
+146,157
| +10% | +$2.03M | 0.06% | 308 |
|
|
2018
Q4 | $23.3M | Buy |
1,533,634
+26,052
| +2% | +$497K | 0.08% | 250 |
|
|
2018
Q3 | $32M | Sell |
1,507,582
-100,925
| -6% | -$2.11M | 0.09% | 218 |
|
|
2018
Q2 | $30M | Buy |
1,608,507
+21,526
| +1% | +$391K | 0.09% | 220 |
|
|
2018
Q1 | $26.1M | Buy |
1,586,981
+486,245
| +44% | +$8.43M | 0.08% | 245 |
|
|
2017
Q4 | $18.4M | Buy |
1,100,736
+513,444
| +87% | +$8.71M | 0.06% | 327 |
|
|
2017
Q3 | $11.1M | Sell |
587,292
-29,130
| -5% | -$613K | 0.04% | 466 |
|
|
2017
Q2 | $14.7M | Buy |
616,422
+22,933
| +4% | +$576K | 0.05% | 348 |
|
|
2017
Q1 | $14M | Buy |
593,489
+89,988
| +18% | +$2.2M | 0.05% | 345 |
|
|
2016
Q4 | $12M | Buy |
503,501
+97,133
| +24% | +$2.47M | 0.05% | 365 |
|
|
2016
Q3 | $11.1M | Sell |
406,368
-36,608
| -8% | -$1.07M | 0.05% | 347 |
|
|
2016
Q2 | $12.9M | Buy |
442,976
+232,883
| +111% | +$6.78M | 0.06% | 314 |
|
|
2016
Q1 | $6.71M | Sell |
210,093
-75,956
| -27% | -$2.13M | 0.04% | 435 |
|
|
2015
Q4 | $7.2M | Sell |
286,049
-49,391
| -15% | -$1.32M | 0.04% | 441 |
|
|
2015
Q3 | $8.42M | Sell |
335,440
-20,570
| -6% | -$569K | 0.05% | 373 |
|
|
2015
Q2 | $10.5M | Sell |
356,010
-198,082
| -36% | -$6.75M | 0.05% | 355 |
|
|
2015
Q1 | $19.1M | Buy |
554,092
+79,855
| +17% | +$2.98M | 0.1% | 236 |
|
|
2014
Q4 | $18.8M | Buy |
474,237
+17,737
| +4% | +$710K | 0.1% | 250 |
|
|
2014
Q3 | $18.7M | Sell |
456,500
-74,963
| -14% | -$2.95M | 0.16% | 149 |
|
|
2014
Q2 | $19.2M | Sell |
531,463
-59,142
| -10% | -$2.12M | 0.17% | 146 |
|
|
2014
Q1 | $19.4M | Buy |
+590,605
| New | +$18.1M | 0.19% | 131 |
|
Other funds holding LUMN
Stifel Financial's LUMN Position: Q2 2026 in Review
Stifel Financial increased its Lumen (LUMN) stake by 3.8% in Q2 2026, buying an estimated $28.6K and bringing the position to 88,795 shares worth $682K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.
Stifel Financial first reported a position in LUMN in Q1 2014 and has held it in 50 quarters since. The position peaked at $32M in Q3 2018. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.
- Stifel Financial held 88,795 shares of Lumen worth $682K as of Q2 2026.
- Stifel Financial bought 3,262 Lumen shares in Q2 2026, an estimated $28.6K.
- Lumen made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2780 holding.
- Stifel Financial first reported a position in Lumen in Q1 2014 and has held it in 50 quarters since.
- Stifel Financial's Lumen position peaked at $32M in Q3 2018.
- 622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.
Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.