Bell Investment Advisors’s Lufax Holding LU Stock Holding History

Bell Investment 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
2025 Q4	–	Sell	-23	Closed	-$94	–	1884
2025 Q3	$94	Hold	23	–	–	﹤0.01%	1861
2025 Q2	$65	Hold	23	–	–	﹤0.01%	1865
2025 Q1	$69	Hold	23	–	–	﹤0.01%	1891
2024 Q4	$55	Hold	23	–	–	﹤0.01%	1892
2024 Q3	$81	Sell	23 -99	-81%	-$259	﹤0.01%	1868
2024 Q2	$290	Hold	122	–	–	﹤0.01%	1903
2024 Q1	$515	Hold	122	–	–	﹤0.01%	1814
2023 Q4	$375	Sell	122 -1	-0.8%	-$4	﹤0.01%	1875
2023 Q3	$523	Hold	123	–	–	﹤0.01%	1773
2023 Q2	$705	Sell	123 -252	-67%	-$1.67K	﹤0.01%	1687
2023 Q1	$3.06K	Buy	375 +56	+18%	+$537	﹤0.01%	1034
2022 Q4	$2.48K	Buy	319 +216	+210%	+$1.65K	﹤0.01%	1177
2022 Q3	$1K	Sell	103 -2	-2%	-$34	﹤0.01%	1472
2022 Q2	$3K	Buy	+105	New	+$2.44K	﹤0.01%	969
2021 Q4	$1K	Buy	32 +21	+191%	+$550	﹤0.01%	1506
2021 Q3	$0	Buy	+11	New	+$365	﹤0.01%	1784

Other funds holding LU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

AIM

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bell Investment Advisors's LU Position: Q4 2025 in Review

Bell Investment Advisors sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 23 shares — an estimated $94 sold.

Bell Investment Advisors first reported a position in LU in Q3 2021 and held it in 16 quarters. The position peaked at $3.06K in Q1 2023. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

Bell Investment Advisors reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
Bell Investment Advisors sold 23 Lufax Holding shares in Q4 2025, an estimated $94.
Bell Investment Advisors first reported a position in Lufax Holding in Q3 2021 and held it in 16 quarters.
Bell Investment Advisors's Lufax Holding position peaked at $3.06K in Q1 2023.
83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Bell Investment Advisors's 13F filing for Q4 2025, filed 24 Feb 2026.