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Independent Financial Group’s Lumentum LITE Stock Holding History

Independent Financial 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
Q2 		$8.06M Buy
9,388
+3,448
+58% +$3.08M 0.15% 133
2026
Q1 		$4.17M Sell
5,940
-1,330
-18% -$731K 0.09% 204
2025
Q4 		$2.68M Buy
+7,270
New +$1.87M 0.06% 313
2022
Q4 		– Sell
-4,447
Closed -$305K – 802
2022
Q3 		$305K Sell
4,447
-3,898
-47% -$323K 0.03% 536
2022
Q2 		$663K Sell
8,345
-1,062
-11% -$90.7K 0.07% 309
2022
Q1 		$918K Sell
9,407
-510
-5% -$49.9K 0.07% 274
2021
Q4 		$1.05M Sell
9,917
-828
-8% -$75.4K 0.09% 240
2021
Q3 		$898K Buy
10,745
+530
+5% +$44.4K 0.09% 237
2021
Q2 		$838K Buy
10,215
+1,690
+20% +$142K 0.09% 256
2021
Q1 		$779K Sell
8,525
-65
-0.8% -$6.02K 0.1% 221
2020
Q4 		$814K Buy
8,590
+1,494
+21% +$129K 0.12% 195
2020
Q3 		$533K Buy
+7,096
New +$588K 0.1% 223

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

Independent Financial Group's LITE Position: Q2 2026 in Review

Independent Financial Group increased its Lumentum (LITE) stake by 58% in Q2 2026, buying an estimated $3.08M and bringing the position to 9,388 shares worth $8.06M. The position accounts for 0.15% of the portfolio, ranked #133.

Independent Financial Group first reported a position in LITE in Q3 2020 and has held it in 12 quarters since. 1,311 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Independent Financial Group held 9,388 shares of Lumentum worth $8.06M as of Q2 2026.
  • Independent Financial Group bought 3,448 Lumentum shares in Q2 2026, an estimated $3.08M.
  • Lumentum made up 0.15% of Independent Financial Group's portfolio in Q2 2026, its #133 holding.
  • Independent Financial Group first reported a position in Lumentum in Q3 2020 and has held it in 12 quarters since.
  • 1,311 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.