UBS Group
LFT

UBS Group’s Lument Finance Trust LFT Stock Holding History

UBS Group’s Portfolio LFT Stock Details LFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.94K Sell
211
-733
-78% -$8.35K ﹤0.01% 9441
2026
Q1 		$11.9K Buy
944
+39
+4% +$528 ﹤0.01% 8276
2025
Q4 		$12.8K Sell
905
-811
-47% -$13K ﹤0.01% 8090
2025
Q3 		$34.7K Sell
1,716
-1,953
-53% -$42.9K ﹤0.01% 7805
2025
Q2 		$81.1K Buy
3,669
+3,454
+1,607% +$87K ﹤0.01% 7401
2025
Q1 		$5.61K Buy
215
+207
+2,588% +$5.54K ﹤0.01% 8974
2024
Q4 		$209 Sell
8
-407
-98% -$10.4K ﹤0.01% 9566
2024
Q3 		$10.5K Hold
415
– – ﹤0.01% 7722
2024
Q2 		$10K Buy
+415
New +$10.1K ﹤0.01% 7719
2023
Q2 		– Sell
-156
Closed -$3.14K – 9313
2023
Q1 		$3.14K Buy
156
+93
+148% +$1.93K ﹤0.01% 8371
2022
Q4 		$1.19K Buy
+63
New +$1.29K ﹤0.01% 9925
2022
Q3 		– Sell
-686
Closed -$16K – 10658
2022
Q2 		$16K Buy
+686
New +$17.7K ﹤0.01% 7200
2020
Q3 		– Sell
-642
Closed -$17K – 8234
2020
Q2 		$17K Buy
+642
New +$14K ﹤0.01% 6658
2020
Q1 		– Sell
-63
Closed -$2K – 8193
2019
Q4 		$2K Sell
63
-480
-88% -$15.8K ﹤0.01% 7835
2019
Q3 		$18K Buy
543
+480
+762% +$16K ﹤0.01% 6797
2019
Q2 		$2K Hold
63
– – ﹤0.01% 7620
2019
Q1 		$2K Sell
63
-166
-72% -$5.62K ﹤0.01% 7449
2018
Q4 		$7K Buy
229
+54
+31% +$1.83K ﹤0.01% 7410
2018
Q3 		$7K Sell
175
-653
-79% -$22.9K ﹤0.01% 7333
2018
Q2 		$28K Buy
+828
New +$28.2K ﹤0.01% 6443

Other funds holding LFT

Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
Melia Wealth
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group's LFT Position: Q2 2026 in Review

UBS Group reduced its Lument Finance Trust (LFT) stake by 78% in Q2 2026, selling an estimated $8.35K and leaving 211 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #9441.

UBS Group first reported a position in LFT in Q2 2018 and has held it in 20 quarters since. The position peaked at $81.1K in Q2 2025. 49 funds tracked by Wall St. Rank hold LFT as of Q2 2026.

  • UBS Group held 211 shares of Lument Finance Trust worth $1.94K as of Q2 2026.
  • UBS Group sold 733 Lument Finance Trust shares in Q2 2026, an estimated $8.35K.
  • Lument Finance Trust made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9441 holding.
  • UBS Group first reported a position in Lument Finance Trust in Q2 2018 and has held it in 20 quarters since.
  • UBS Group's Lument Finance Trust position peaked at $81.1K in Q2 2025.
  • 49 funds tracked by Wall St. Rank held Lument Finance Trust as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.