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Brooklyn Investment Group’s Lufax Holding LU Stock Holding History

Brooklyn Investment Group’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
-75,066
Closed -$206K – 1532
2025
Q3 		$206K Sell
75,066
-217
-0.3% -$648 0.03% 584
2025
Q2 		$210K Buy
+75,283
New +$212K 0.03% 590

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
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
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Brooklyn Investment Group's LU Position: Q4 2025 in Review

Brooklyn Investment Group sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 75,066 shares — an estimated $206K sold.

Brooklyn Investment Group first reported a position in LU in Q2 2025 and held it in 2 quarters. The position peaked at $210K in Q2 2025. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

  • Brooklyn Investment Group reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 75,066 Lufax Holding shares in Q4 2025, an estimated $206K.
  • Brooklyn Investment Group first reported a position in Lufax Holding in Q2 2025 and held it in 2 quarters.
  • Brooklyn Investment Group's Lufax Holding position peaked at $210K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Brooklyn Investment Group's 13F filing for Q4 2025, filed 12 Feb 2026.