BOK Financial
LITE icon

BOK Financial’s Lumentum LITE Stock Holding History

BOK Financial’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 		$6.53M Sell
6,723
-855
-11% -$723K 0.1% 169
2026
Q2 		$6.5M Buy
7,578
+1,081
+17% +$964K 0.09% 179
2026
Q1 		$4.57M Buy
+6,497
New +$3.57M 0.07% 211
2024
Q4 		– Sell
-4
Closed -$265 – 1398
2024
Q3 		$265 Buy
+4
New +$216 ﹤0.01% 1310
2024
Q2 		– Sell
-4
Closed -$193 – 1226
2024
Q1 		$193 Buy
+4
New +$203 ﹤0.01% 1178
2023
Q3 		– Sell
-701
Closed -$39.8K – 1235
2023
Q2 		$39.8K Sell
701
-336
-32% -$16.8K ﹤0.01% 822
2023
Q1 		$56K Buy
+1,037
New +$57.9K ﹤0.01% 826
2017
Q4 		– Sell
-2,765
Closed -$151K – 1037
2017
Q3 		$151K Buy
2,765
+727
+36% +$42.3K ﹤0.01% 904
2017
Q2 		$117K Buy
2,038
+1,418
+229% +$76K ﹤0.01% 854
2017
Q1 		$33K Buy
+620
New +$27.4K ﹤0.01% 877

Other funds holding LITE

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Winslow Capital Management
Winslow Capital Management Minneapolis, Minnesota $27.7B AUM 38.86% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BOK Financial's LITE Position: Q3 2026 in Review

BOK Financial reduced its Lumentum (LITE) stake by 11% in Q3 2026, selling an estimated $723K and leaving 6,723 shares worth $6.53M. The position accounts for 0.1% of the portfolio, ranked #169.

BOK Financial first reported a position in LITE in Q1 2017 and has held it in 10 quarters since. 976 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • BOK Financial held 6,723 shares of Lumentum worth $6.53M as of Q3 2026.
  • BOK Financial sold 855 Lumentum shares in Q3 2026, an estimated $723K.
  • Lumentum made up 0.1% of BOK Financial's portfolio in Q3 2026, its #169 holding.
  • BOK Financial first reported a position in Lumentum in Q1 2017 and has held it in 10 quarters since.
  • 976 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on BOK Financial's 13F filing for Q3 2026, filed 27 Oct 2026.