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Stonebridge Financial Group, LLC/CA’s Lumentum LITE Stock Holding History

Stonebridge Financial Group, LLC/CA’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 		$912K Buy
+1,064
New +$949K 0.13% 117

Other funds holding LITE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Stonebridge Financial Group, LLC/CA's LITE Position: Q2 2026 in Review

Stonebridge Financial Group, LLC/CA opened a new position in Lumentum (LITE) in Q2 2026: 1,064 shares worth $912K. The stake represents 0.13% of the portfolio and ranks #117 among its holdings.

1,018 funds tracked by Wall St. Rank hold LITE as of Q2 2026.

  • Stonebridge Financial Group, LLC/CA held 1,064 shares of Lumentum worth $912K as of Q2 2026.
  • Lumentum was a new Stonebridge Financial Group, LLC/CA position in Q2 2026.
  • Lumentum made up 0.13% of Stonebridge Financial Group, LLC/CA's portfolio in Q2 2026, its #117 holding.
  • 1,018 funds tracked by Wall St. Rank held Lumentum as of Q2 2026.

Based on Stonebridge Financial Group, LLC/CA's 13F filing for Q2 2026, filed 13 Aug 2026.