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 		$29.5K Sell
15,800
-9,400
-37% -$23.7K ﹤0.01% 12576
2025
Q4 		$64.5K Sell
25,200
-26,700
-51% -$78.9K ﹤0.01% 11909
2025
Q3 		$211K Buy
51,900
+600
+1% +$1.79K ﹤0.01% 11161
2025
Q2 		$143K Sell
51,300
-108,400
-68% -$306K ﹤0.01% 11000
2025
Q1 		$474K Sell
159,700
-157,700
-50% -$437K ﹤0.01% 8587
2024
Q4 		$759K Buy
317,400
+196,775
+163% +$543K ﹤0.01% 7620
2024
Q3 		$421K Buy
120,625
+18,100
+18% +$47.4K ﹤0.01% 8631
2024
Q2 		$243K Sell
102,525
-69,050
-40% -$263K ﹤0.01% 9545
2024
Q1 		$724K Buy
171,575
+83,475
+95% +$234K ﹤0.01% 7599
2023
Q4 		$270K Sell
88,100
-6,925
-7% -$25.8K ﹤0.01% 9358
2023
Q3 		$403K Buy
95,025
+1,200
+1% +$6.65K ﹤0.01% 8535
2023
Q2 		$537K Sell
93,825
-44,300
-32% -$293K ﹤0.01% 7787
2023
Q1 		$1.13M Buy
138,125
+30,400
+28% +$291K ﹤0.01% 6511
2022
Q4 		$836K Buy
107,725
+83,450
+344% +$636K ﹤0.01% 7156
2022
Q3 		$247K Buy
24,275
+20,100
+481% +$343K ﹤0.01% 9994
2022
Q2 		$100K Sell
4,175
-10,775
-72% -$250K ﹤0.01% 11412
2022
Q1 		$333K Buy
14,950
+8,850
+145% +$195K ﹤0.01% 10348
2021
Q4 		$137K Sell
6,100
-5,400
-47% -$141K ﹤0.01% 12381
2021
Q3 		$321K Sell
11,500
-3,450
-23% -$114K ﹤0.01% 10911
2021
Q2 		$676K Sell
14,950
-31,425
-68% -$1.58M ﹤0.01% 9322
2021
Q1 		$2.69M Buy
46,375
+9,100
+24% +$559K ﹤0.01% 5701
2020
Q4 		$2.12M Buy
+37,275
New +$2.23M ﹤0.01% 5247

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.