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JNBA Financial Advisors’s Lumentum LITE Stock Holding History

JNBA Financial Advisors’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 		$846K Buy
+986
New +$880K 0.06% 112
2022
Q2 		– Sell
-21
Closed -$2K – 735
2022
Q1 		$2K Hold
21
– – ﹤0.01% 637
2021
Q4 		$2K Hold
21
– – ﹤0.01% 744
2021
Q3 		$2K Hold
21
– – ﹤0.01% 676
2021
Q2 		$2K Hold
21
– – ﹤0.01% 628
2021
Q1 		$2K Hold
21
– – ﹤0.01% 602
2020
Q4 		$2K Hold
21
– – ﹤0.01% 559
2020
Q3 		$2K Buy
+21
New +$1.74K ﹤0.01% 519

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 $3.37T AUM 44.26% 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

JNBA Financial Advisors's LITE Position: Q2 2026 in Review

JNBA Financial Advisors opened a new position in Lumentum (LITE) in Q2 2026: 986 shares worth $846K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings. This is a return to the name: JNBA Financial Advisors previously reported a position in LITE as recently as Q1 2022.

JNBA Financial Advisors first reported a position in LITE in Q3 2020 and has held it in 8 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • JNBA Financial Advisors held 986 shares of Lumentum worth $846K as of Q2 2026.
  • Lumentum was a new JNBA Financial Advisors position in Q2 2026.
  • Lumentum made up 0.06% of JNBA Financial Advisors's portfolio in Q2 2026, its #112 holding.
  • JNBA Financial Advisors first reported a position in Lumentum in Q3 2020 and has held it in 8 quarters since.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.