Yousif Capital Management’s Lumen LUMN Stock Holding History

Yousif Capital 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	$2.45M	Sell	319,420 -27,870	-8%	-$244K	0.03%	584
2026 Q1	$2.41M	Sell	347,290 -15,234	-4%	-$115K	0.03%	578
2025 Q4	$2.9M	Sell	362,524 -59,538	-14%	-$490K	0.03%	531
2025 Q3	$2.58M	Sell	422,062 -99,863	-19%	-$479K	0.03%	595
2025 Q2	$2.29M	Sell	521,925 -59,718	-10%	-$231K	0.02%	659
2025 Q1	$2.28M	Sell	581,643 -57,865	-9%	-$288K	0.03%	646
2024 Q4	$3.4M	Sell	639,508 -44,467	-7%	-$307K	0.04%	452
2024 Q3	$4.86M	Sell	683,975 -54,995	-7%	-$235K	0.05%	344
2024 Q2	$813K	Sell	738,970 -23,582	-3%	-$29.9K	0.01%	1244
2024 Q1	$1.19M	Sell	762,552 -13,190	-2%	-$20.6K	0.01%	1109
2023 Q4	$1.42M	Buy	775,742 +64,490	+9%	+$91.4K	0.02%	1023
2023 Q3	$1.01M	Buy	711,252 +83,120	+13%	+$141K	0.01%	1133
2023 Q2	$1.42M	Buy	628,132 +16,266	+3%	+$35.8K	0.02%	965
2023 Q1	$1.62M	Buy	611,866 +337,511	+123%	+$1.36M	0.02%	873
2022 Q4	$1.43M	Buy	274,355 +63,686	+30%	+$391K	0.02%	974
2022 Q3	$1.53M	Sell	210,669 -5,184	-2%	-$52.7K	0.02%	918
2022 Q2	$2.35M	Sell	215,853 -2,610	-1%	-$29.3K	0.03%	702
2022 Q1	$2.46M	Buy	218,463 +7,830	+4%	+$89.6K	0.03%	790
2021 Q4	$2.64M	Buy	+210,633	New	+$2.68M	0.03%	770

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

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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Yousif Capital Management's LUMN Position: Q2 2026 in Review

Yousif Capital Management reduced its Lumen (LUMN) stake by 8% in Q2 2026, selling an estimated $244K and leaving 319,420 shares worth $2.45M. The position accounts for 0.03% of the portfolio, ranked #584.

Yousif Capital Management first reported a position in LUMN in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.86M in Q3 2024. 142 funds tracked by Wall St. Rank hold LUMN as of Q2 2026.

Yousif Capital Management held 319,420 shares of Lumen worth $2.45M as of Q2 2026.
Yousif Capital Management sold 27,870 Lumen shares in Q2 2026, an estimated $244K.
Lumen made up 0.03% of Yousif Capital Management's portfolio in Q2 2026, its #584 holding.
Yousif Capital Management first reported a position in Lumen in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Lumen position peaked at $4.86M in Q3 2024.
142 funds tracked by Wall St. Rank held Lumen as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.