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Stonebridge Financial Group (Pennsylvania)’s Lumen LUMN Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-9
Closed -$35 – 623
2025
Q1 		$35 Hold
9
– – ﹤0.01% 996
2024
Q4 		$48 Buy
+9
New +$62 ﹤0.01% 825

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First Trust Advisors
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $881M AUM 86.5% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s LUMN Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Lumen (LUMN) in Q2 2025, closing a stake of 9 shares — an estimated $35 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in LUMN in Q4 2024 and held it in 2 quarters. The position peaked at $48 in Q4 2024. 554 funds tracked by Wall St. Rank hold LUMN as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Lumen position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 9 Lumen shares in Q2 2025, an estimated $35.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Lumen in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Lumen position peaked at $48 in Q4 2024.
  • 554 funds tracked by Wall St. Rank held Lumen as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.