B. Riley Wealth Advisors
LITE icon

B. Riley Wealth Advisors’s Lumentum LITE Stock Holding History

B. Riley Wealth Advisors’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 		$1.69M Buy
1,742
+164
+10% +$139K 0.07% 255
2026
Q2 		$1.34M Buy
1,578
+213
+16% +$190K 0.07% 243
2026
Q1 		$894K Buy
+1,365
New +$750K 0.06% 309
2024
Q1 		– Sell
-11,677
Closed -$612K – 1493
2023
Q4 		$612K Buy
+11,677
New +$509K 0.02% 716
2022
Q2 		– Sell
-2,226
Closed -$218K – 1320
2022
Q1 		$218K Buy
+2,226
New +$218K 0.01% 1172

Other funds holding LITE

WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return
Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

B. Riley Wealth Advisors's LITE Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Lumentum (LITE) stake by 10% in Q3 2026, buying an estimated $139K and bringing the position to 1,742 shares worth $1.69M. The position accounts for 0.07% of the portfolio, ranked #255.

B. Riley Wealth Advisors first reported a position in LITE in Q1 2022 and has held it in 5 quarters since. 557 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • B. Riley Wealth Advisors held 1,742 shares of Lumentum worth $1.69M as of Q3 2026.
  • B. Riley Wealth Advisors bought 164 Lumentum shares in Q3 2026, an estimated $139K.
  • Lumentum made up 0.07% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #255 holding.
  • B. Riley Wealth Advisors first reported a position in Lumentum in Q1 2022 and has held it in 5 quarters since.
  • 557 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.