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Alpine Investment Management’s Lufax Holding LU Stock Holding History

Alpine Investment Management’s Portfolio LU Stock Details LU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.4M Buy
13,939,985
+1,535,985
+12% +$2.61M 4.47% 7
2026
Q1 		$23.2M Buy
12,404,000
+4,297,500
+53% +$10.9M 5.79% 6
2025
Q4 		$20.8M Buy
8,106,500
+3,881,500
+92% +$11.5M 5.4% 8
2025
Q3 		$17.2M Buy
+4,225,000
New +$12.6M 5.81% 4

Other funds holding LU

YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Alpine Investment Management's LU Position: Q2 2026 in Review

Alpine Investment Management increased its Lufax Holding (LU) stake by 12% in Q2 2026, buying an estimated $2.61M and bringing the position to 13,939,985 shares worth $18.4M. The position accounts for 4.47% of the portfolio, ranked #7.

Alpine Investment Management first reported a position in LU in Q3 2025 and has held it in 4 quarters since. The position peaked at $23.2M in Q1 2026. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Alpine Investment Management held 13,939,985 shares of Lufax Holding worth $18.4M as of Q2 2026.
  • Alpine Investment Management bought 1,535,985 Lufax Holding shares in Q2 2026, an estimated $2.61M.
  • Lufax Holding made up 4.47% of Alpine Investment Management's portfolio in Q2 2026, its #7 holding.
  • Alpine Investment Management first reported a position in Lufax Holding in Q3 2025 and has held it in 4 quarters since.
  • Alpine Investment Management's Lufax Holding position peaked at $23.2M in Q1 2026.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Alpine Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.