Fi3 Financial Advisors’s Lumentum LITE Stock Holding History

Fi3 Financial 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	$330K	Buy	+647	New	+$577K	0.08%	140

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

Fi3 Financial Advisors's LITE Position: Q2 2026 in Review

Fi3 Financial Advisors opened a new position in Lumentum (LITE) in Q2 2026: 647 shares worth $330K. The stake represents 0.08% of the portfolio and ranks #140 among its holdings.

1,313 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Fi3 Financial Advisors held 647 shares of Lumentum worth $330K as of Q2 2026.
Lumentum was a new Fi3 Financial Advisors position in Q2 2026.
Lumentum made up 0.08% of Fi3 Financial Advisors's portfolio in Q2 2026, its #140 holding.
1,313 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.