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Farther Finance Advisors’s Lufax Holding LU Stock Holding History

Farther Finance 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
-1,407
Closed -$5.71K – 5536
2025
Q3 		$5.71K Sell
1,407
-9,856
-88% -$29.4K ﹤0.01% 3702
2025
Q2 		$31.4K Buy
+11,263
New +$31.8K ﹤0.01% 2388
2024
Q4 		– Sell
-299
Closed -$1.04K – 4089
2024
Q3 		$1.04K Hold
299
– – ﹤0.01% 3231
2024
Q2 		$730 Sell
299
-1,068
-78% -$4.07K ﹤0.01% 3173
2024
Q1 		$6K Buy
1,367
+1,107
+426% +$3.1K ﹤0.01% 1986
2023
Q4 		$798 Buy
+260
New +$968 ﹤0.01% 2814

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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Farther Finance Advisors's LU Position: Q4 2025 in Review

Farther Finance Advisors sold out of Lufax Holding (LU) in Q4 2025, closing a stake of 1,407 shares — an estimated $5.71K sold.

Farther Finance Advisors first reported a position in LU in Q4 2023 and held it in 6 quarters. The position peaked at $31.4K in Q2 2025. 83 funds tracked by Wall St. Rank hold LU as of Q4 2025.

  • Farther Finance Advisors reported no remaining Lufax Holding position as of Q4 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 1,407 Lufax Holding shares in Q4 2025, an estimated $5.71K.
  • Farther Finance Advisors first reported a position in Lufax Holding in Q4 2023 and held it in 6 quarters.
  • Farther Finance Advisors's Lufax Holding position peaked at $31.4K in Q2 2025.
  • 83 funds tracked by Wall St. Rank held Lufax Holding as of Q4 2025.

Based on Farther Finance Advisors's 13F filing for Q4 2025, filed 23 Jan 2026.