Mather Group
LITE icon

Mather Group’s Lumentum LITE Stock Holding History

Mather 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
2026
Q3 		$190K Buy
195
+161
+474% +$136K ﹤0.01% 807
2026
Q2 		$29.2K Buy
34
+32
+1,600% +$28.5K ﹤0.01% 1244
2026
Q1 		$1.41K Buy
+2
New +$1.1K ﹤0.01% 1739
2024
Q3 		– Sell
-1
Closed -$47 – 1985
2024
Q2 		$47 Buy
+1
New +$45 ﹤0.01% 2169

Other funds holding LITE

AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Braun Stacey Associates
Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
North Growth Management
North Growth Management Vancouver, British Columbia, Canada $743M AUM 74.29% 1-Year Est. Return

Mather Group's LITE Position: Q3 2026 in Review

Mather Group increased its Lumentum (LITE) stake by 474% in Q3 2026, buying an estimated $136K and bringing the position to 195 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Mather Group first reported a position in LITE in Q2 2024 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Mather Group held 195 shares of Lumentum worth $190K as of Q3 2026.
  • Mather Group bought 161 Lumentum shares in Q3 2026, an estimated $136K.
  • Lumentum made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #807 holding.
  • Mather Group first reported a position in Lumentum in Q2 2024 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.