Jefferies Financial Group’s Lumentum LITE Stock Holding History

Jefferies 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 Q1	$4.54M	Buy	6,456 +5,471	+555%	+$3.01M	0.03%	372
2025 Q4	$363K	Buy	+985	New	+$253K	﹤0.01%	1433
2025 Q2	–	Sell	-21,324	Closed	-$1.33M	–	1600
2025 Q1	$1.33M	Sell	21,324 -56,617	-73%	-$4.36M	0.01%	709
2024 Q4	$6.54M	Sell	77,941 -123,072	-61%	-$9.59M	0.04%	300
2024 Q3	$12.7M	Buy	201,013 +185,013	+1,156%	+$10M	0.09%	140
2024 Q2	$815K	Buy	16,000 +13,157	+463%	+$596K	0.01%	817
2024 Q1	$135K	Buy	2,843 +1,262	+80%	+$64.2K	﹤0.01%	1401
2023 Q4	$82.9K	Sell	1,581 -2,419	-60%	-$105K	﹤0.01%	1560
2023 Q3	$181K	Buy	+4,000	New	+$203K	﹤0.01%	1362
2023 Q2	–	Sell	-11	Closed	-$594	–	1872
2023 Q1	$594	Buy	+11	New	+$614	﹤0.01%	1584

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WAM

WT Asset Management Hong Kong $5.05B AUM 589.49% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Jefferies Financial Group's LITE Position: Q1 2026 in Review

Jefferies Financial Group increased its Lumentum (LITE) stake by 555% in Q1 2026, buying an estimated $3.01M and bringing the position to 6,456 shares worth $4.54M. The position accounts for 0.03% of the portfolio, ranked #372.

Jefferies Financial Group first reported a position in LITE in Q1 2023 and has held it in 10 quarters since. The position peaked at $12.7M in Q3 2024. 1,085 funds tracked by Wall St. Rank hold LITE as of Q1 2026.

Jefferies Financial Group held 6,456 shares of Lumentum worth $4.54M as of Q1 2026.
Jefferies Financial Group bought 5,471 Lumentum shares in Q1 2026, an estimated $3.01M.
Lumentum made up 0.03% of Jefferies Financial Group's portfolio in Q1 2026, its #372 holding.
Jefferies Financial Group first reported a position in Lumentum in Q1 2023 and has held it in 10 quarters since.
Jefferies Financial Group's Lumentum position peaked at $12.7M in Q3 2024.
1,085 funds tracked by Wall St. Rank held Lumentum as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.