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 $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 $3.38T AUM 44.17% 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

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

Jefferies Financial Group reduced its Lumentum (LITE) stake by 16% in Q2 2026, selling an estimated $941K and leaving 5,401 shares worth $4.63M. The position accounts for 0.03% of the portfolio, ranked #400.

Jefferies Financial Group first reported a position in LITE in Q1 2023 and has held it in 11 quarters since. The position peaked at $12.7M in Q3 2024. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Jefferies Financial Group held 5,401 shares of Lumentum worth $4.63M as of Q2 2026.
  • Jefferies Financial Group sold 1,055 Lumentum shares in Q2 2026, an estimated $941K.
  • Lumentum made up 0.03% of Jefferies Financial Group's portfolio in Q2 2026, its #400 holding.
  • Jefferies Financial Group first reported a position in Lumentum in Q1 2023 and has held it in 11 quarters since.
  • Jefferies Financial Group's Lumentum position peaked at $12.7M in Q3 2024.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.