Sovran Advisors’s Lumentum LITE Stock Holding History

Sovran Advisors’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	$235K	Buy	361 +57	+19%	+$50.8K	0.02%	548
2026 Q1	$274K	Buy	+304	New	+$167K	0.02%	479

Other funds holding LITE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Sovran Advisors's LITE Position: Q2 2026 in Review

Sovran Advisors increased its Lumentum (LITE) stake by 19% in Q2 2026, buying an estimated $50.8K and bringing the position to 361 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #548.

Sovran Advisors first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. The position peaked at $274K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

Sovran Advisors held 361 shares of Lumentum worth $235K as of Q2 2026.
Sovran Advisors bought 57 Lumentum shares in Q2 2026, an estimated $50.8K.
Lumentum made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #548 holding.
Sovran Advisors first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
Sovran Advisors's Lumentum position peaked at $274K in Q1 2026.
1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.