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USA FINANCIAL FORMULAS’s Lumentum LITE Stock Holding History

USA FINANCIAL FORMULAS’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 		$874K Buy
+1,019
New +$909K 0.16% 43

Other funds holding LITE

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
RS
Robeco Schweiz Zurich, Switzerland $6.23B AUM 86.54% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
AHT
Amanah Holdings Trust London $1.7B AUM 612.53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

USA FINANCIAL FORMULAS's LITE Position: Q2 2026 in Review

USA FINANCIAL FORMULAS opened a new position in Lumentum (LITE) in Q2 2026: 1,019 shares worth $874K. The stake represents 0.16% of the portfolio and ranks #43 among its holdings.

565 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • USA FINANCIAL FORMULAS held 1,019 shares of Lumentum worth $874K as of Q2 2026.
  • Lumentum was a new USA FINANCIAL FORMULAS position in Q2 2026.
  • Lumentum made up 0.16% of USA FINANCIAL FORMULAS's portfolio in Q2 2026, its #43 holding.
  • 565 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on USA FINANCIAL FORMULAS's 13F filing for Q2 2026, filed 4 Aug 2026.