Vaughan Nelson Investment Management’s Lumen LUMN Stock Holding History

Vaughan Nelson Investment 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	$42M	Buy	5,474,299 +173,734	+3%	+$1.52M	0.37%	111
2026 Q1	$36.8M	Buy	5,300,565 +532,265	+11%	+$4.03M	0.37%	101
2025 Q4	$37M	Buy	4,768,300 +1,755,368	+58%	+$14.4M	0.36%	105
2025 Q3	$18.4M	Buy	+3,012,932	New	+$14.5M	0.17%	124

Other funds holding LUMN

CapWealth Advisors Franklin, Tennessee $1.46B AUM 33.64% 1-Year Est. Return

PCM

Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LDB

Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

SOADOR

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

Vaughan Nelson Investment Management's LUMN Position: Q2 2026 in Review

Vaughan Nelson Investment Management increased its Lumen (LUMN) stake by 3.3% in Q2 2026, buying an estimated $1.52M and bringing the position to 5,474,299 shares worth $42M. The position accounts for 0.37% of the portfolio, ranked #111.

Vaughan Nelson Investment Management first reported a position in LUMN in Q3 2025 and has held it in 4 quarters since. 205 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Vaughan Nelson Investment Management held 5,474,299 shares of Lumen worth $42M as of Q2 2026.
Vaughan Nelson Investment Management bought 173,734 Lumen shares in Q2 2026, an estimated $1.52M.
Lumen made up 0.37% of Vaughan Nelson Investment Management's portfolio in Q2 2026, its #111 holding.
Vaughan Nelson Investment Management first reported a position in Lumen in Q3 2025 and has held it in 4 quarters since.
205 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Vaughan Nelson Investment Management's 13F filing for Q2 2026, filed 16 Jul 2026.