MBL Wealth’s Lumentum LITE Stock Holding History

MBL Wealth’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	$2.16M	Buy	+2,220	New	+$1.88M	0.13%	96

Other funds holding LITE

Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Braun Stacey Associates New York $3.48B AUM 48.73% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

MBL Wealth's LITE Position: Q3 2026 in Review

MBL Wealth opened a new position in Lumentum (LITE) in Q3 2026: 2,220 shares worth $2.16M. The stake represents 0.13% of the portfolio and ranks #96 among its holdings.

345 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

MBL Wealth held 2,220 shares of Lumentum worth $2.16M as of Q3 2026.
Lumentum was a new MBL Wealth position in Q3 2026.
Lumentum made up 0.13% of MBL Wealth's portfolio in Q3 2026, its #96 holding.
345 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.