Stifel Financial
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Stifel Financial’s Lumen LUMN Stock Holding History

Stifel 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
2014
Q3 		– Sell
-500
Closed -$20K – 2284
2014
Q2 		$20K Buy
+500
New +$17.9K ﹤0.01% 2177

Other funds holding LUMN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Stifel Financial's LUMN Position: Q1 2026 in Review

Stifel Financial increased its Lumen (LUMN) stake by 20% in Q1 2026, buying an estimated $110K and bringing the position to 85,533 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #2762.

Stifel Financial first reported a position in LUMN in Q1 2014 and has held it in 49 quarters since. The position peaked at $32M in Q3 2018. 593 funds tracked by Wall St. Rank hold LUMN as of Q1 2026.

  • Stifel Financial held 85,533 shares of Lumen worth $594K as of Q1 2026.
  • Stifel Financial bought 14,522 Lumen shares in Q1 2026, an estimated $110K.
  • Lumen made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2762 holding.
  • Stifel Financial first reported a position in Lumen in Q1 2014 and has held it in 49 quarters since.
  • Stifel Financial's Lumen position peaked at $32M in Q3 2018.
  • 593 funds tracked by Wall St. Rank held Lumen as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.