Aviance Capital Partners’s Lumentum LITE Stock Holding History

Aviance Capital Partners’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 Q2	$270K	Hold	315	–	–	0.03%	338
2026 Q1	$221K	Buy	+315	New	+$173K	0.03%	345

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Aviance Capital Partners's LITE Position: Q2 2026 in Review

Aviance Capital Partners held its Lumentum (LITE) position steady in Q2 2026 at 315 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #338.

Aviance Capital Partners first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Aviance Capital Partners held 315 shares of Lumentum worth $270K as of Q2 2026.
Aviance Capital Partners left its Lumentum share count unchanged in Q2 2026.
Lumentum made up 0.03% of Aviance Capital Partners's portfolio in Q2 2026, its #338 holding.
Aviance Capital Partners first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Aviance Capital Partners's 13F filing for Q2 2026, filed 31 Jul 2026.