GFPC
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Global Financial Private Client’s Lumentum LITE Stock Holding History

Global Financial Private Client’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 		$241K Buy
+281
New +$251K 0.07% 227
2024
Q2 		– Sell
-2
Closed -$96 – 706
2024
Q1 		$96 Hold
2
– – ﹤0.01% 695
2023
Q4 		$105 Buy
+2
New +$87 ﹤0.01% 681

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
JSC
Jackson Square Capital San Francisco, California $719M AUM 144.18% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

Global Financial Private Client's LITE Position: Q2 2026 in Review

Global Financial Private Client opened a new position in Lumentum (LITE) in Q2 2026: 281 shares worth $241K. The stake represents 0.07% of the portfolio and ranks #227 among its holdings. This is a return to the name: Global Financial Private Client previously reported a position in LITE as recently as Q1 2024.

Global Financial Private Client first reported a position in LITE in Q4 2023 and has held it in 3 quarters since. 209 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Global Financial Private Client held 281 shares of Lumentum worth $241K as of Q2 2026.
  • Lumentum was a new Global Financial Private Client position in Q2 2026.
  • Lumentum made up 0.07% of Global Financial Private Client's portfolio in Q2 2026, its #227 holding.
  • Global Financial Private Client first reported a position in Lumentum in Q4 2023 and has held it in 3 quarters since.
  • 209 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.