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Basecamp Wealth Advisors’s Lufax Holding LU Stock Holding History

Basecamp Wealth Advisors’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 		$2.02K Hold
1,531
– – ﹤0.01% 1369
2026
Q1 		$2.86K Hold
1,531
– – ﹤0.01% 1316
2025
Q4 		$3.92K Buy
+1,531
New +$4.53K ﹤0.01% 1203

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

Basecamp Wealth Advisors's LU Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Lufax Holding (LU) position steady in Q2 2026 at 1,531 shares worth $2.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Basecamp Wealth Advisors first reported a position in LU in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.92K in Q4 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Basecamp Wealth Advisors held 1,531 shares of Lufax Holding worth $2.02K as of Q2 2026.
  • Basecamp Wealth Advisors left its Lufax Holding share count unchanged in Q2 2026.
  • Lufax Holding made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1369 holding.
  • Basecamp Wealth Advisors first reported a position in Lufax Holding in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Lufax Holding position peaked at $3.92K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.