Bank of America
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Bank of America’s Lufax Holding LU Stock Holding History

Bank of America’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 		$261K Sell
197,418
-18,578
-9% -$31.6K ﹤0.01% 5262
2026
Q1 		$404K Sell
215,996
-32,427
-13% -$81.9K ﹤0.01% 5010
2025
Q4 		$636K Sell
248,423
-66,542
-21% -$197K ﹤0.01% 4781
2025
Q3 		$1.28M Sell
314,965
-776,958
-71% -$2.32M ﹤0.01% 5162
2025
Q2 		$3.05M Buy
1,091,923
+290,330
+36% +$819K ﹤0.01% 4376
2025
Q1 		$2.38M Buy
801,593
+84,449
+12% +$234K ﹤0.01% 4528
2024
Q4 		$1.71M Sell
717,144
-158,726
-18% -$438K ﹤0.01% 4579
2024
Q3 		$3.06M Sell
875,870
-82,274
-9% -$215K ﹤0.01% 4193
2024
Q2 		$2.27M Sell
958,144
-193,522
-17% -$738K ﹤0.01% 4342
2024
Q1 		$4.86M Buy
1,151,666
+632,997
+122% +$1.77M ﹤0.01% 3633
2023
Q4 		$1.59M Buy
518,669
+119,241
+30% +$444K ﹤0.01% 4607
2023
Q3 		$1.69M Sell
399,428
-71,847
-15% -$398K ﹤0.01% 4414
2023
Q2 		$2.7M Sell
471,275
-1,923
-0.4% -$12.7K ﹤0.01% 3944
2023
Q1 		$3.86M Buy
473,198
+156,902
+50% +$1.5M ﹤0.01% 3767
2022
Q4 		$2.45M Sell
316,296
-84,235
-21% -$642K ﹤0.01% 4073
2022
Q3 		$4.07M Sell
400,531
-108,470
-21% -$1.85M ﹤0.01% 3557
2022
Q2 		$12.2M Buy
509,001
+21,003
+4% +$488K ﹤0.01% 2483
2022
Q1 		$10.9M Buy
487,998
+277,750
+132% +$6.12M ﹤0.01% 2783
2021
Q4 		$4.74M Sell
210,248
-68,474
-25% -$1.79M ﹤0.01% 3703
2021
Q3 		$7.78M Buy
278,722
+136,562
+96% +$4.53M ﹤0.01% 3122
2021
Q2 		$6.42M Buy
142,160
+50,918
+56% +$2.57M ﹤0.01% 3289
2021
Q1 		$5.3M Buy
91,242
+47,877
+110% +$2.94M ﹤0.01% 3333
2020
Q4 		$2.46M Buy
+43,365
New +$2.6M ﹤0.01% 3767

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
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

Bank of America's LU Position: Q2 2026 in Review

Bank of America reduced its Lufax Holding (LU) stake by 8.6% in Q2 2026, selling an estimated $31.6K and leaving 197,418 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #5262.

Bank of America first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $12.2M in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Bank of America held 197,418 shares of Lufax Holding worth $261K as of Q2 2026.
  • Bank of America sold 18,578 Lufax Holding shares in Q2 2026, an estimated $31.6K.
  • Lufax Holding made up ﹤0.01% of Bank of America's portfolio in Q2 2026, its #5262 holding.
  • Bank of America first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Bank of America's Lufax Holding position peaked at $12.2M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Bank of America's 13F filing for Q2 2026, filed 14 Aug 2026.