TFC Financial Management’s Lumen LUMN Stock Holding History

TFC Financial Management’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	$31	Hold	4	–	–	﹤0.01%	1012
2026 Q1	$28	Hold	4	–	–	﹤0.01%	981
2025 Q4	$32	Buy	+4	New	+$33	﹤0.01%	952
2024 Q3	–	Sell	-43	Closed	-$48	–	1058
2024 Q2	$48	Buy	+43	New	+$55	﹤0.01%	912
2022 Q3	–	Sell	-51	Closed	-$1K	–	560
2022 Q2	$1K	Hold	51	–	–	﹤0.01%	480
2022 Q1	$1K	Hold	51	–	–	﹤0.01%	493
2021 Q4	$1K	Hold	51	–	–	﹤0.01%	540
2021 Q3	$1K	Hold	51	–	–	﹤0.01%	528
2021 Q2	$1K	Hold	51	–	–	﹤0.01%	529
2021 Q1	$1K	Hold	51	–	–	﹤0.01%	519
2020 Q4	$0	Hold	51	–	–	﹤0.01%	577
2020 Q3	$1K	Buy	+51	New	+$530	﹤0.01%	472

Other funds holding LUMN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TFC Financial Management's LUMN Position: Q2 2026 in Review

TFC Financial Management held its Lumen (LUMN) position steady in Q2 2026 at 4 shares worth $31. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

TFC Financial Management first reported a position in LUMN in Q3 2020 and has held it in 12 quarters since. The position peaked at $1K in Q2 2022. 622 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

TFC Financial Management held 4 shares of Lumen worth $31 as of Q2 2026.
TFC Financial Management left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #1012 holding.
TFC Financial Management first reported a position in Lumen in Q3 2020 and has held it in 12 quarters since.
TFC Financial Management's Lumen position peaked at $1K in Q2 2022.
622 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.