MFG
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Mission Financial Group’s Lumentum LITE Stock Holding History

Mission Financial 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
Q2 		$482K Buy
+562
New +$501K 0.4% 71
2025
Q1 		$279K Buy
+397
New +$30.5K 0.26% 109

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 $3.38T AUM 44.17% 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

Mission Financial Group's LITE Position: Q2 2026 in Review

Mission Financial Group opened a new position in Lumentum (LITE) in Q2 2026: 562 shares worth $482K. The stake represents 0.4% of the portfolio and ranks #71 among its holdings. This is a return to the name: Mission Financial Group previously reported a position in LITE as recently as Q1 2025.

Mission Financial Group first reported a position in LITE in Q1 2025 and has held it in 2 quarters since. 1,320 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Mission Financial Group held 562 shares of Lumentum worth $482K as of Q2 2026.
  • Lumentum was a new Mission Financial Group position in Q2 2026.
  • Lumentum made up 0.4% of Mission Financial Group's portfolio in Q2 2026, its #71 holding.
  • Mission Financial Group first reported a position in Lumentum in Q1 2025 and has held it in 2 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Mission Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.