Jefferies Financial Group
LITE icon

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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Jefferies Financial Group's LITE Position: Q3 2026 in Review

Jefferies Financial Group reduced its Lumentum (LITE) stake by 61% in Q3 2026, selling an estimated $2.8M and leaving 2,091 shares worth $2.03M. The position accounts for 0.02% of the portfolio, ranked #562.

Jefferies Financial Group first reported a position in LITE in Q1 2023 and has held it in 12 quarters since. The position peaked at $12.7M in Q3 2024. 833 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Jefferies Financial Group held 2,091 shares of Lumentum worth $2.03M as of Q3 2026.
  • Jefferies Financial Group sold 3,310 Lumentum shares in Q3 2026, an estimated $2.8M.
  • Lumentum made up 0.02% of Jefferies Financial Group's portfolio in Q3 2026, its #562 holding.
  • Jefferies Financial Group first reported a position in Lumentum in Q1 2023 and has held it in 12 quarters since.
  • Jefferies Financial Group's Lumentum position peaked at $12.7M in Q3 2024.
  • 833 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.