Position in LUMN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,193,902
+$883,634 QoQ
Shares Held
1,327,331
-0.9% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#60
of 622 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LUMN Over Time
Shares Held
Position Value (USD)
Position in Telecom Services
Communication Services · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $65,060,151 across 22 Telecom Services names. LUMN ranks #4 (15.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VZ |
Verizon Communications Inc
|
338,532 | $14,333,444 | |
| 2 | CMCSA |
Comcast Corp
|
537,097 | $13,185,731 | |
| 3 | T |
At&T Inc.
|
502,093 | $10,393,325 | |
| 4 | LUMN |
Lumen Technologies, Inc.
This page
|
1,327,331 | $10,193,902 | |
| 5 | TMUS |
T-Mobile US, Inc.
|
22,454 | $3,766,209 | |
| 6 | SKM |
Sk Telecom Co Ltd
|
115,030 | $3,699,364 | |
| 7 | CHT |
Chunghwa Telecom Co Ltd
|
54,069 | $2,393,093 | |
| 8 | VOD |
Vodafone Group Public Ltd Co
|
81,223 | $1,074,580 |
All Filings in LUMN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,193,902 | 1,327,331 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $9,310,268 | 1,339,607 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $10,636,881 | 1,368,968 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,289,074 | 1,354,424 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,987,411 | 1,366,989 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $5,372,744 | 1,370,598 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $11,055,234 | 2,081,965 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $10,061,708 | 1,417,142 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $16,688 | 10,698 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $83,247 | 36,835 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $118,561 | 44,740 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||