Financial Connections Group’s Lumentum LITE Stock Holding History

Financial Connections Group’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 Q1	$35K	Hold	50	–	–	0.01%	125
2025 Q4	$18K	Hold	50	–	–	0.01%	145
2025 Q3	$8K	Hold	50	–	–	﹤0.01%	183
2025 Q2	$4K	Hold	50	–	–	﹤0.01%	219
2025 Q1	$3K	Hold	50	–	–	﹤0.01%	196
2024 Q4	$4K	Hold	50	–	–	﹤0.01%	181
2024 Q3	$3K	Hold	50	–	–	﹤0.01%	179
2024 Q2	$2K	Hold	50	–	–	﹤0.01%	293
2024 Q1	$3K	Hold	50	–	–	﹤0.01%	141
2023 Q4	$2K	Hold	50	–	–	﹤0.01%	199
2023 Q3	$2K	Hold	50	–	–	﹤0.01%	116
2023 Q2	$2K	Hold	50	–	–	﹤0.01%	219
2023 Q1	$2K	Hold	50	–	–	﹤0.01%	226
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	215
2022 Q3	$3K	Hold	50	–	–	﹤0.01%	189
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	242
2022 Q1	$4K	Hold	50	–	–	﹤0.01%	234
2021 Q4	$5K	Buy	+50	New	+$4.55K	﹤0.01%	248

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Connections Group's LITE Position: Q1 2026 in Review

Financial Connections Group held its Lumentum (LITE) position steady in Q1 2026 at 50 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #125.

Financial Connections Group first reported a position in LITE in Q4 2021 and has held it in 18 quarters since. 1,087 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Financial Connections Group held 50 shares of Lumentum worth $35K as of Q1 2026.
Financial Connections Group left its Lumentum share count unchanged in Q1 2026.
Lumentum made up 0.01% of Financial Connections Group's portfolio in Q1 2026, its #125 holding.
Financial Connections Group first reported a position in Lumentum in Q4 2021 and has held it in 18 quarters since.
1,087 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.