Bank of New York Mellon
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Bank of New York Mellon’s Lufax Holding LU Stock Holding History

Bank of New York Mellon’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 		$409K Sell
310,033
-8,332
-3% -$14.2K ﹤0.01% 3845
2026
Q1 		$595K Buy
318,365
+14,224
+5% +$35.9K ﹤0.01% 3514
2025
Q4 		$779K Buy
+304,141
New +$899K ﹤0.01% 3383
2024
Q1 		– Sell
-201,721
Closed -$619K – 4251
2023
Q4 		$619K Sell
201,721
-250,440
-55% -$933K ﹤0.01% 3430
2023
Q3 		$1.92M Buy
452,161
+23,419
+5% +$130K ﹤0.01% 2832
2023
Q2 		$2.45M Sell
428,742
-13,490
-3% -$89.2K ﹤0.01% 2726
2023
Q1 		$3.61M Sell
442,232
-9,321
-2% -$89.4K ﹤0.01% 2474
2022
Q4 		$3.5M Buy
451,553
+131,603
+41% +$1M ﹤0.01% 2541
2022
Q3 		$3.25M Sell
319,950
-3,394
-1% -$58K ﹤0.01% 2537
2022
Q2 		$7.76M Buy
323,344
+60,282
+23% +$1.4M ﹤0.01% 2081
2022
Q1 		$5.86M Buy
263,062
+132,399
+101% +$2.92M ﹤0.01% 2336
2021
Q4 		$2.94M Buy
130,663
+92,884
+246% +$2.43M ﹤0.01% 2758
2021
Q3 		$1.05M Sell
37,779
-157
-0.4% -$5.21K ﹤0.01% 3367
2021
Q2 		$1.72M Sell
37,936
-8,125
-18% -$409K ﹤0.01% 3099
2021
Q1 		$2.68M Buy
46,061
+442
+1% +$27.2K ﹤0.01% 2760
2020
Q4 		$2.59M Buy
+45,619
New +$2.73M ﹤0.01% 2688

Other funds holding LU

YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
RQS
Ramsey Quantitative Systems Louisville, Kentucky $112M AUM 16.38% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SP
SmartHarvest Portfolios Poulsbo, Washington $309M AUM

Bank of New York Mellon's LU Position: Q2 2026 in Review

Bank of New York Mellon reduced its Lufax Holding (LU) stake by 2.6% in Q2 2026, selling an estimated $14.2K and leaving 310,033 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Bank of New York Mellon first reported a position in LU in Q4 2020 and has held it in 16 quarters since. The position peaked at $7.76M in Q2 2022. 21 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Bank of New York Mellon held 310,033 shares of Lufax Holding worth $409K as of Q2 2026.
  • Bank of New York Mellon sold 8,332 Lufax Holding shares in Q2 2026, an estimated $14.2K.
  • Lufax Holding made up ﹤0.01% of Bank of New York Mellon's portfolio in Q2 2026, its #3845 holding.
  • Bank of New York Mellon first reported a position in Lufax Holding in Q4 2020 and has held it in 16 quarters since.
  • Bank of New York Mellon's Lufax Holding position peaked at $7.76M in Q2 2022.
  • 21 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Bank of New York Mellon's 13F filing for Q2 2026, filed 6 Aug 2026.