Allen Capital Group
LITE icon

Allen Capital Group’s Lumentum LITE Stock Holding History

Allen Capital Group’s Portfolio LITE Stock Details LITE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$210K Sell
216
-57
-21% -$48.2K 0.02% 299
2026
Q2 		$234K Buy
+273
New +$244K 0.02% 276

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Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
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Allen Capital Group's LITE Position: Q3 2026 in Review

Allen Capital Group reduced its Lumentum (LITE) stake by 21% in Q3 2026, selling an estimated $48.2K and leaving 216 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #299.

Allen Capital Group first reported a position in LITE in Q2 2026 and has held it in 2 quarters since. The position peaked at $234K in Q2 2026. 704 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Allen Capital Group held 216 shares of Lumentum worth $210K as of Q3 2026.
  • Allen Capital Group sold 57 Lumentum shares in Q3 2026, an estimated $48.2K.
  • Lumentum made up 0.02% of Allen Capital Group's portfolio in Q3 2026, its #299 holding.
  • Allen Capital Group first reported a position in Lumentum in Q2 2026 and has held it in 2 quarters since.
  • Allen Capital Group's Lumentum position peaked at $234K in Q2 2026.
  • 704 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Allen Capital Group's 13F filing for Q3 2026, filed 27 Oct 2026.