TFC Financial Management
LITE icon

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
Q3 		$972 Hold
1
– – ﹤0.01% 669
2026
Q2 		$859 Hold
1
– – ﹤0.01% 672
2026
Q1 		$703 Buy
+1
New +$549 ﹤0.01% 657

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
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

TFC Financial Management's LITE Position: Q3 2026 in Review

TFC Financial Management held its Lumentum (LITE) position steady in Q3 2026 at 1 share worth $972. The position accounts for ﹤0.01% of the portfolio, ranked #669.

TFC Financial Management first reported a position in LITE in Q1 2026 and has held it in 3 quarters since. 374 funds tracked by Wall St. Rank hold LITE as of Q3 2026.

  • TFC Financial Management held 1 share of Lumentum worth $972 as of Q3 2026.
  • TFC Financial Management left its Lumentum share count unchanged in Q3 2026.
  • Lumentum made up ﹤0.01% of TFC Financial Management's portfolio in Q3 2026, its #669 holding.
  • TFC Financial Management first reported a position in Lumentum in Q1 2026 and has held it in 3 quarters since.
  • 374 funds tracked by Wall St. Rank held Lumentum as of Q3 2026.

Based on TFC Financial Management's 13F filing for Q3 2026, filed 26 Oct 2026.