BRWA
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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
Q2 		– Sell
-90,000
Closed -$589K – 979
2026
Q1 		$589K Buy
+90,000
New +$49.4M 0.04% 405

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
JSC
Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

B. Riley Wealth Advisors's LITE Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Lumentum (LITE) stake by 16% in Q2 2026, buying an estimated $190K and bringing the position to 1,578 shares worth $1.34M. The position accounts for 0.07% of the portfolio, ranked #243.

B. Riley Wealth Advisors first reported a position in LITE in Q1 2022 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • B. Riley Wealth Advisors held 1,578 shares of Lumentum worth $1.34M as of Q2 2026.
  • B. Riley Wealth Advisors bought 213 Lumentum shares in Q2 2026, an estimated $190K.
  • Lumentum made up 0.07% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #243 holding.
  • B. Riley Wealth Advisors first reported a position in Lumentum in Q1 2022 and has held it in 4 quarters since.
  • 209 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.