KF
LITE icon

Krilogy Financial’s Lumentum LITE Stock Holding History

Krilogy Financial’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 		$1.26M Buy
1,474
+10
+0.7% +$8.92K 0.04% 327
2026
Q1 		$1.3M Sell
1,464
-134
-8% -$73.6K 0.04% 293
2025
Q4 		$531K Buy
+1,598
New +$410K 0.02% 540

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

Krilogy Financial's LITE Position: Q2 2026 in Review

Krilogy Financial increased its Lumentum (LITE) stake by 0.68% in Q2 2026, buying an estimated $8.92K and bringing the position to 1,474 shares worth $1.26M. The position accounts for 0.04% of the portfolio, ranked #327.

Krilogy Financial first reported a position in LITE in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.3M in Q1 2026. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Krilogy Financial held 1,474 shares of Lumentum worth $1.26M as of Q2 2026.
  • Krilogy Financial bought 10 Lumentum shares in Q2 2026, an estimated $8.92K.
  • Lumentum made up 0.04% of Krilogy Financial's portfolio in Q2 2026, its #327 holding.
  • Krilogy Financial first reported a position in Lumentum in Q4 2025 and has held it in 3 quarters since.
  • Krilogy Financial's Lumentum position peaked at $1.3M in Q1 2026.
  • 1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.