FFA
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Florida Financial Advisors’s Lumentum LITE Stock Holding History

Florida 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 		$4.67M Buy
5,437
+1,262
+30% +$1.13M 0.79% 32
2026
Q1 		$2.93M Sell
4,175
-1,267
-23% -$696K 0.7% 34
2025
Q4 		$2M Buy
+5,442
New +$1.4M 0.54% 41

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Florida Financial Advisors increased its Lumentum (LITE) stake by 30% in Q2 2026, buying an estimated $1.13M and bringing the position to 5,437 shares worth $4.67M. The position accounts for 0.79% of the portfolio, ranked #32.

Florida Financial Advisors first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Florida Financial Advisors held 5,437 shares of Lumentum worth $4.67M as of Q2 2026.
  • Florida Financial Advisors bought 1,262 Lumentum shares in Q2 2026, an estimated $1.13M.
  • Lumentum made up 0.79% of Florida Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Florida Financial Advisors first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.