BFC Planning, Inc.’s Lumentum LITE Stock Holding History

BFC Planning, Inc.’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	$2.7M	Buy	3,145 +2,955	+1,555%	+$2.64M	0.11%	194
2026 Q1	$134K	Sell	190 -110	-37%	-$60.4K	0.01%	1017
2025 Q4	$111K	Sell	300 -16	-5%	-$4.11K	﹤0.01%	1078
2025 Q3	$51.4K	Buy	316 +294	+1,336%	+$36.7K	﹤0.01%	1174
2025 Q2	$2.09K	Hold	22	–	–	﹤0.01%	2295
2025 Q1	$1.37K	Hold	22	–	–	﹤0.01%	2390
2024 Q4	$1.85K	Buy	+22	New	+$1.72K	﹤0.01%	2300

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 $3.38T AUM 44.17% 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

BFC Planning, Inc.'s LITE Position: Q2 2026 in Review

BFC Planning, Inc. increased its Lumentum (LITE) stake by 1,555% in Q2 2026, buying an estimated $2.64M and bringing the position to 3,145 shares worth $2.7M. The position accounts for 0.11% of the portfolio, ranked #194.

BFC Planning, Inc. first reported a position in LITE in Q4 2024 and has held it in 7 quarters since. 1,325 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

BFC Planning, Inc. held 3,145 shares of Lumentum worth $2.7M as of Q2 2026.
BFC Planning, Inc. bought 2,955 Lumentum shares in Q2 2026, an estimated $2.64M.
Lumentum made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #194 holding.
BFC Planning, Inc. first reported a position in Lumentum in Q4 2024 and has held it in 7 quarters since.
1,325 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.