West Financial Advisors’s Lumen LUMN Stock Holding History

West Financial Advisors’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	$70	Hold	9	–	–	﹤0.01%	219
2026 Q1	$63	Hold	9	–	–	﹤0.01%	188
2025 Q4	$70	Hold	9	–	–	﹤0.01%	232
2025 Q3	$56	Hold	9	–	–	﹤0.01%	190
2025 Q2	$40	Hold	9	–	–	﹤0.01%	205
2025 Q1	$36	Buy	+9	New	+$45	﹤0.01%	201

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

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

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

West Financial Advisors's LUMN Position: Q2 2026 in Review

West Financial Advisors held its Lumen (LUMN) position steady in Q2 2026 at 9 shares worth $70. The position accounts for ﹤0.01% of the portfolio, ranked #219.

West Financial Advisors first reported a position in LUMN in Q1 2025 and has held it in 6 quarters since. 126 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

West Financial Advisors held 9 shares of Lumen worth $70 as of Q2 2026.
West Financial Advisors left its Lumen share count unchanged in Q2 2026.
Lumen made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #219 holding.
West Financial Advisors first reported a position in Lumen in Q1 2025 and has held it in 6 quarters since.
126 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.