Mackenzie Financial
LITE icon

Mackenzie Financial’s Lumentum LITE Stock Holding History

Mackenzie 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
Q3 		$36.9M Buy
37,987
+26,690
+236% +$22.6M 0.04% 322
2026
Q2 		$9.7M Buy
11,297
+3,128
+38% +$2.79M 0.01% 649
2026
Q1 		$5.74M Buy
+8,169
New +$4.49M 0.01% 632
2023
Q2 		– Sell
-9,800
Closed -$529K – 1583
2023
Q1 		$529K Buy
+9,800
New +$547K ﹤0.01% 1010

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

Mackenzie Financial's LITE Position: Q3 2026 in Review

Mackenzie Financial increased its Lumentum (LITE) stake by 236% in Q3 2026, buying an estimated $22.6M and bringing the position to 37,987 shares worth $36.9M. The position accounts for 0.04% of the portfolio, ranked #322.

Mackenzie Financial first reported a position in LITE in Q1 2023 and has held it in 4 quarters since. 847 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Mackenzie Financial held 37,987 shares of Lumentum worth $36.9M as of Q3 2026.
  • Mackenzie Financial bought 26,690 Lumentum shares in Q3 2026, an estimated $22.6M.
  • Lumentum made up 0.04% of Mackenzie Financial's portfolio in Q3 2026, its #322 holding.
  • Mackenzie Financial first reported a position in Lumentum in Q1 2023 and has held it in 4 quarters since.
  • 847 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Mackenzie Financial's 13F filing for Q3 2026, filed 2 Nov 2026.