Farther Finance Advisors’s Lumentum LITE Stock Holding History

Farther Finance 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	$2.68M	Buy	3,127 +664	+27%	+$592K	0.02%	617
2026 Q1	$1.88M	Buy	2,463 +1,258	+104%	+$691K	0.02%	677
2025 Q4	$444K	Buy	1,205 +510	+73%	+$131K	﹤0.01%	1388
2025 Q3	$113K	Buy	695 +119	+21%	+$14.8K	﹤0.01%	1970
2025 Q2	$54.8K	Sell	576 -491	-46%	-$34.8K	﹤0.01%	2094
2025 Q1	$67.9K	Buy	1,067 +1,014	+1,913%	+$78K	﹤0.01%	1737
2024 Q4	$4.45K	Sell	53 -318	-86%	-$24.8K	﹤0.01%	2722
2024 Q3	$23.5K	Buy	371 +341	+1,137%	+$18.5K	﹤0.01%	2009
2024 Q2	$1.54K	Hold	30	–	–	﹤0.01%	2900
2024 Q1	$1.45K	Hold	30	–	–	﹤0.01%	2629
2023 Q4	$1.57K	Hold	30	–	–	﹤0.01%	2531
2023 Q3	$1.35K	Sell	30 -301	-91%	-$15.3K	﹤0.01%	1991
2023 Q2	$18.8K	Buy	331 +121	+58%	+$6.05K	﹤0.01%	1024
2023 Q1	$11.3K	Sell	210 -25	-11%	-$1.4K	﹤0.01%	1066
2022 Q4	$12.3K	Buy	+235	New	+$14.4K	﹤0.01%	881

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

Farther Finance Advisors's LITE Position: Q2 2026 in Review

Farther Finance Advisors increased its Lumentum (LITE) stake by 27% in Q2 2026, buying an estimated $592K and bringing the position to 3,127 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #617.

Farther Finance Advisors first reported a position in LITE in Q4 2022 and has held it in 15 quarters since. 1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Farther Finance Advisors held 3,127 shares of Lumentum worth $2.68M as of Q2 2026.
Farther Finance Advisors bought 664 Lumentum shares in Q2 2026, an estimated $592K.
Lumentum made up 0.02% of Farther Finance Advisors's portfolio in Q2 2026, its #617 holding.
Farther Finance Advisors first reported a position in Lumentum in Q4 2022 and has held it in 15 quarters since.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.