Trust Point Inc’s Lumen LUMN Stock Holding History

Trust Point Inc’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	$107K	Buy	13,978 +2,883	+26%	+$25.3K	0.01%	460
2026 Q1	$77.1K	Buy	+11,095	New	+$84K	0.01%	520
2025 Q4	–	Sell	-10,907	Closed	-$66.8K	–	492
2025 Q3	$66.8K	Buy	+10,907	New	+$52.3K	0.01%	478
2025 Q2	–	Sell	-13,468	Closed	-$52.8K	–	446
2025 Q1	$52.8K	Sell	13,468 -6,770	-33%	-$33.7K	﹤0.01%	457
2024 Q4	$107K	Buy	+20,238	New	+$140K	0.01%	557

Other funds holding LUMN

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

MAA

Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CCI

Credit Capital Investments Livingston, New Jersey $175M AUM 281.38% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Trust Point Inc's LUMN Position: Q2 2026 in Review

Trust Point Inc increased its Lumen (LUMN) stake by 26% in Q2 2026, buying an estimated $25.3K and bringing the position to 13,978 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #460.

Trust Point Inc first reported a position in LUMN in Q4 2024 and has held it in 5 quarters since. The position peaked at $107K in Q4 2024. 90 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Trust Point Inc held 13,978 shares of Lumen worth $107K as of Q2 2026.
Trust Point Inc bought 2,883 Lumen shares in Q2 2026, an estimated $25.3K.
Lumen made up 0.01% of Trust Point Inc's portfolio in Q2 2026, its #460 holding.
Trust Point Inc first reported a position in Lumen in Q4 2024 and has held it in 5 quarters since.
Trust Point Inc's Lumen position peaked at $107K in Q4 2024.
90 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.