UB
LITE icon

UMB Bank’s Lumentum LITE Stock Holding History

UMB Bank’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 		$243K Sell
283
-240
-46% -$214K ﹤0.01% 676
2026
Q1 		$368K Sell
523
-445
-46% -$244K 0.01% 535
2025
Q4 		$357K Buy
968
+48
+5% +$12.3K ﹤0.01% 535
2025
Q3 		$150K Buy
920
+93
+11% +$11.6K ﹤0.01% 709
2025
Q2 		$78.6K Buy
827
+42
+5% +$2.98K ﹤0.01% 926
2025
Q1 		$48.9K Buy
785
+448
+133% +$34.5K ﹤0.01% 1061
2024
Q4 		$28.3K Buy
337
+253
+301% +$19.7K ﹤0.01% 1138
2024
Q3 		$5.32K Buy
84
+44
+110% +$2.38K ﹤0.01% 1709
2024
Q2 		$2.04K Buy
40
+19
+90% +$861 ﹤0.01% 1772
2024
Q1 		$994 Buy
+21
New +$1.07K ﹤0.01% 1777
2022
Q4 		– Sell
-36
Closed -$2K – 1777
2022
Q3 		$2K Sell
36
-17
-32% -$1.41K ﹤0.01% 1608
2022
Q2 		$4K Sell
53
-1
-2% -$85 ﹤0.01% 1624
2022
Q1 		$5K Hold
54
– – ﹤0.01% 1661
2021
Q4 		$6K Buy
+54
New +$4.92K ﹤0.01% 1595

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

UMB Bank's LITE Position: Q2 2026 in Review

UMB Bank reduced its Lumentum (LITE) stake by 46% in Q2 2026, selling an estimated $214K and leaving 283 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

UMB Bank first reported a position in LITE in Q4 2021 and has held it in 14 quarters since. The position peaked at $368K in Q1 2026. 1,317 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • UMB Bank held 283 shares of Lumentum worth $243K as of Q2 2026.
  • UMB Bank sold 240 Lumentum shares in Q2 2026, an estimated $214K.
  • Lumentum made up ﹤0.01% of UMB Bank's portfolio in Q2 2026, its #676 holding.
  • UMB Bank first reported a position in Lumentum in Q4 2021 and has held it in 14 quarters since.
  • UMB Bank's Lumentum position peaked at $368K in Q1 2026.
  • 1,317 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.