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Family Legacy Financial Solutions’s Lumentum LITE Stock Holding History

Family Legacy Financial Solutions’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 		$607K Buy
+834
New +$744K 0.37% 32
2025
Q3 		– Sell
-834
Closed -$76.1K – 276
2025
Q2 		$76.1K Buy
+834
New +$59.2K 0.06% 79

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
US
UNICOM Systems Las Vegas, Nevada $1.53B AUM 148.94% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Family Legacy Financial Solutions's LITE Position: Q2 2026 in Review

Family Legacy Financial Solutions opened a new position in Lumentum (LITE) in Q2 2026: 834 shares worth $607K. The stake represents 0.37% of the portfolio and ranks #32 among its holdings. This is a return to the name: Family Legacy Financial Solutions previously reported a position in LITE as recently as Q2 2025.

Family Legacy Financial Solutions first reported a position in LITE in Q2 2025 and has held it in 2 quarters since. 154 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Family Legacy Financial Solutions held 834 shares of Lumentum worth $607K as of Q2 2026.
  • Lumentum was a new Family Legacy Financial Solutions position in Q2 2026.
  • Lumentum made up 0.37% of Family Legacy Financial Solutions's portfolio in Q2 2026, its #32 holding.
  • Family Legacy Financial Solutions first reported a position in Lumentum in Q2 2025 and has held it in 2 quarters since.
  • 154 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Family Legacy Financial Solutions's 13F filing for Q2 2026, filed 14 Jul 2026.