JCFM
LITE icon

JBR Co Financial Management’s Lumentum LITE Stock Holding History

JBR Co Financial Management’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 		$972K Buy
1,133
+234
+26% +$209K 0.35% 57
2026
Q1 		$331K Hold
899
– – 0.14% 100
2025
Q4 		$331K Buy
+899
New +$231K 0.14% 100

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

JBR Co Financial Management's LITE Position: Q2 2026 in Review

JBR Co Financial Management increased its Lumentum (LITE) stake by 26% in Q2 2026, buying an estimated $209K and bringing the position to 1,133 shares worth $972K. The position accounts for 0.35% of the portfolio, ranked #57.

JBR Co Financial Management first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • JBR Co Financial Management held 1,133 shares of Lumentum worth $972K as of Q2 2026.
  • JBR Co Financial Management bought 234 Lumentum shares in Q2 2026, an estimated $209K.
  • Lumentum made up 0.35% of JBR Co Financial Management's portfolio in Q2 2026, its #57 holding.
  • JBR Co Financial Management first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.