FFA
LITE icon

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
Q3 		$3.2M Buy
3,296
+169
+5% +$143K 0.02% 577
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
OGC
Oak Grove Capital North Hampton, New Hampshire $2.21B AUM 127.51% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
GCM
Glynn Capital Management Menlo Park, California $334M AUM 74.9% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
RSC
Red Spruce Capital Berwyn, Pennsylvania $283M AUM 29.49% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

Farther Finance Advisors's LITE Position: Q3 2026 in Review

Farther Finance Advisors increased its Lumentum (LITE) stake by 5.4% in Q3 2026, buying an estimated $143K and bringing the position to 3,296 shares worth $3.2M. The position accounts for 0.02% of the portfolio, ranked #577.

Farther Finance Advisors first reported a position in LITE in Q4 2022 and has held it in 16 quarters since. 48 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Farther Finance Advisors held 3,296 shares of Lumentum worth $3.2M as of Q3 2026.
  • Farther Finance Advisors bought 169 Lumentum shares in Q3 2026, an estimated $143K.
  • Lumentum made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #577 holding.
  • Farther Finance Advisors first reported a position in Lumentum in Q4 2022 and has held it in 16 quarters since.
  • 48 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.