PFP
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Polaris Financial Partners’s Lumentum LITE Stock Holding History

Polaris Financial Partners’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 		$1.41M Buy
+1,470
New +$1.24M 0.63% 27

Other funds holding LITE

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
NWMP
Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 7.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return

Polaris Financial Partners's LITE Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Lumentum (LITE) in Q3 2026: 1,470 shares worth $1.41M. The stake represents 0.63% of the portfolio and ranks #27 among its holdings.

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

  • Polaris Financial Partners held 1,470 shares of Lumentum worth $1.41M as of Q3 2026.
  • Lumentum was a new Polaris Financial Partners position in Q3 2026.
  • Lumentum made up 0.63% of Polaris Financial Partners's portfolio in Q3 2026, its #27 holding.
  • 7 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.