JFG
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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
2024
Q2 		– Sell
-130,000
Closed -$6.16M – 1665
2024
Q1 		$6.16M Buy
130,000
+30,000
+30% +$1.53M 0.06% 266
2023
Q4 		$5.24M Buy
100,000
+80,000
+400% +$3.49M 0.03% 387
2023
Q3 		$904K Buy
+20,000
New +$1.02M 0.01% 863
2023
Q2 		– Sell
-25,000
Closed -$1.35M – 1873
2023
Q1 		$1.35M Buy
+25,000
New +$1.39M 0.01% 782

Other funds holding LITE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $4.77B AUM 334.05% 1-Year Est. Return
Capital World Investors
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. 1,082 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.
  • 1,082 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.