Legacy Bridge’s Lumentum LITE Stock Holding History

Legacy Bridge’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 Q3	$29.1K	Hold	30	–	–	0.01%	235
2026 Q2	$25.7K	Hold	30	–	–	0.01%	243
2026 Q1	$21.1K	Buy	+30	New	+$16.5K	0.01%	246

Other funds holding LITE

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Legacy Bridge's LITE Position: Q3 2026 in Review

Legacy Bridge held its Lumentum (LITE) position steady in Q3 2026 at 30 shares worth $29.1K. The position accounts for 0.01% of the portfolio, ranked #235.

Legacy Bridge first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 713 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

Legacy Bridge held 30 shares of Lumentum worth $29.1K as of Q3 2026.
Legacy Bridge left its Lumentum share count unchanged in Q3 2026.
Lumentum made up 0.01% of Legacy Bridge's portfolio in Q3 2026, its #235 holding.
Legacy Bridge first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
713 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Legacy Bridge's 13F filing for Q3 2026, filed 28 Oct 2026.