TFC Financial Management’s Lumentum LITE Stock Holding History

TFC Financial Management’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	$859	Hold	1	–	–	﹤0.01%	672
2026 Q1	$703	Buy	+1	New	+$549	﹤0.01%	657

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

TFC Financial Management's LITE Position: Q2 2026 in Review

TFC Financial Management held its Lumentum (LITE) position steady in Q2 2026 at 1 share worth $859. The position accounts for ﹤0.01% of the portfolio, ranked #672.

TFC Financial Management first reported a position in LITE in Q1 2026 and has held it in 2 quarters since. 1,318 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

TFC Financial Management held 1 share of Lumentum worth $859 as of Q2 2026.
TFC Financial Management left its Lumentum share count unchanged in Q2 2026.
Lumentum made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #672 holding.
TFC Financial Management first reported a position in Lumentum in Q1 2026 and has held it in 2 quarters since.
1,318 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.