Plan Group Financial
LITE icon

Plan Group Financial’s Lumentum LITE Stock Holding History

Plan Group 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 		$331K Buy
402
+2
+0.5% +$1.69K 0.06% 165
2026
Q2 		$343K Buy
400
+100
+33% +$89.2K 0.07% 161
2026
Q1 		$211K Buy
+300
New +$165K 0.05% 211

Other funds holding LITE

Robeco Schweiz
Robeco Schweiz Zurich, Switzerland $5.55B AUM 53.94% 1-Year Est. Return
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
AL
Arnhold LLC New York $1.4B AUM 42.37% 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

Plan Group Financial's LITE Position: Q3 2026 in Review

Plan Group Financial increased its Lumentum (LITE) stake by 0.5% in Q3 2026, buying an estimated $1.69K and bringing the position to 402 shares worth $331K. The position accounts for 0.06% of the portfolio, ranked #165.

Plan Group Financial first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. The position peaked at $343K in Q2 2026. 338 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • Plan Group Financial held 402 shares of Lumentum worth $331K as of Q3 2026.
  • Plan Group Financial bought 2 Lumentum shares in Q3 2026, an estimated $1.69K.
  • Lumentum made up 0.06% of Plan Group Financial's portfolio in Q3 2026, its #165 holding.
  • Plan Group Financial first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • Plan Group Financial's Lumentum position peaked at $343K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.