Citadel Advisors
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Citadel Advisors’s Lufax Holding LU Stock Holding History

Citadel 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
Q1 		$444K Buy
237,500
+159,000
+203% +$402K ﹤0.01% 9582
2025
Q4 		$201K Sell
78,500
-55,100
-41% -$163K ﹤0.01% 11034
2025
Q3 		$542K Buy
133,600
+84,300
+171% +$252K ﹤0.01% 8938
2025
Q2 		$138K Buy
49,300
+18,000
+58% +$50.8K ﹤0.01% 11043
2025
Q1 		$93K Sell
31,300
-105,175
-77% -$292K ﹤0.01% 11577
2024
Q4 		$326K Buy
136,475
+50,300
+58% +$139K ﹤0.01% 9479
2024
Q3 		$301K Sell
86,175
-30,300
-26% -$79.3K ﹤0.01% 9329
2024
Q2 		$276K Buy
116,475
+45,675
+65% +$174K ﹤0.01% 9300
2024
Q1 		$299K Buy
70,800
+49,650
+235% +$139K ﹤0.01% 9460
2023
Q4 		$64.9K Buy
21,150
+8,725
+70% +$32.5K ﹤0.01% 11487
2023
Q3 		$52.7K Buy
12,425
+2,350
+23% +$13K ﹤0.01% 11700
2023
Q2 		$57.6K Sell
10,075
-379,525
-97% -$2.51M ﹤0.01% 11637
2023
Q1 		$3.18M Sell
389,600
-27,325
-7% -$262K ﹤0.01% 4543
2022
Q4 		$3.24M Buy
416,925
+378,775
+993% +$2.88M ﹤0.01% 4630
2022
Q3 		$388K Buy
38,150
+4,200
+12% +$71.7K ﹤0.01% 9011
2022
Q2 		$815K Sell
33,950
-1,575
-4% -$36.6K ﹤0.01% 7496
2022
Q1 		$792K Buy
35,525
+3,425
+11% +$75.4K ﹤0.01% 8245
2021
Q4 		$723K Sell
32,100
-3,850
-11% -$101K ﹤0.01% 8757
2021
Q3 		$1M Sell
35,950
-24,600
-41% -$816K ﹤0.01% 8143
2021
Q2 		$2.74M Buy
60,550
+22,775
+60% +$1.15M ﹤0.01% 5828
2021
Q1 		$2.19M Buy
37,775
+17,525
+87% +$1.08M ﹤0.01% 6175
2020
Q4 		$1.15M Buy
+20,250
New +$1.21M ﹤0.01% 6510

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors's LU Position: Q1 2026 in Review

Citadel Advisors sold out of Lufax Holding (LU) in Q1 2026, closing a stake of 540,146 shares — an estimated $1.36M sold.

Citadel Advisors first reported a position in LU in Q4 2020 and held it in 21 quarters. The position peaked at $18.4M in Q4 2020. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • Citadel Advisors reported no remaining Lufax Holding position as of Q1 2026 after selling out during the quarter.
  • Citadel Advisors sold 540,146 Lufax Holding shares in Q1 2026, an estimated $1.36M.
  • Citadel Advisors first reported a position in Lufax Holding in Q4 2020 and held it in 21 quarters.
  • Citadel Advisors's Lufax Holding position peaked at $18.4M in Q4 2020.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.