Franklin Resources
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Franklin Resources’s Lufax Holding LU Stock Holding History

Franklin Resources’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
Q2 		$262K Sell
198,282
-9,806
-5% -$16.7K ﹤0.01% 2769
2026
Q1 		$389K Sell
208,088
-26,054
-11% -$65.8K ﹤0.01% 2556
2025
Q4 		$599K Buy
234,142
+11,213
+5% +$33.1K ﹤0.01% 2323
2025
Q3 		$905K Buy
222,929
+5,209
+2% +$15.6K ﹤0.01% 2157
2025
Q2 		$607K Buy
217,720
+104,261
+92% +$294K ﹤0.01% 2234
2025
Q1 		$337K Buy
113,459
+41,862
+58% +$116K ﹤0.01% 2426
2024
Q4 		$171K Buy
71,597
+6,013
+9% +$16.6K ﹤0.01% 2676
2024
Q3 		$226K Buy
65,584
+8,446
+15% +$22.1K ﹤0.01% 2592
2024
Q2 		$135K Buy
57,138
+6,815
+14% +$26K ﹤0.01% 2635
2024
Q1 		$212K Buy
50,323
+20,145
+67% +$56.4K ﹤0.01% 2578
2023
Q4 		$92.6K Sell
30,178
-49,975
-62% -$186K ﹤0.01% 2473
2023
Q3 		$340K Buy
80,153
+49,711
+163% +$275K ﹤0.01% 2102
2023
Q2 		$174K Sell
30,442
-6,373
-17% -$42.1K ﹤0.01% 2419
2023
Q1 		$300K Buy
36,815
+1,574
+4% +$15.1K ﹤0.01% 1858
2022
Q4 		$273K Buy
35,241
+6,283
+22% +$47.9K ﹤0.01% 1893
2022
Q3 		$294K Buy
28,958
+2,098
+8% +$35.8K ﹤0.01% 1860
2022
Q2 		$645K Buy
26,860
+4,062
+18% +$94.3K ﹤0.01% 1648
2022
Q1 		$508K Buy
22,798
+5,246
+30% +$116K ﹤0.01% 1824
2021
Q4 		$395K Sell
17,552
-23,351
-57% -$612K ﹤0.01% 1995
2021
Q3 		$1.14M Buy
40,903
+135
+0.3% +$4.48K ﹤0.01% 1595
2021
Q2 		$1.84M Buy
40,768
+13,764
+51% +$694K ﹤0.01% 1381
2021
Q1 		$1.57M Buy
27,004
+24,184
+858% +$1.49M ﹤0.01% 1386
2020
Q4 		$160K Buy
+2,820
New +$169K ﹤0.01% 1750

Other funds holding LU

AIM
Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources's LU Position: Q2 2026 in Review

Franklin Resources reduced its Lufax Holding (LU) stake by 4.7% in Q2 2026, selling an estimated $16.7K and leaving 198,282 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2769.

Franklin Resources first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.84M in Q2 2021. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Franklin Resources held 198,282 shares of Lufax Holding worth $262K as of Q2 2026.
  • Franklin Resources sold 9,806 Lufax Holding shares in Q2 2026, an estimated $16.7K.
  • Lufax Holding made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2769 holding.
  • Franklin Resources first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • Franklin Resources's Lufax Holding position peaked at $1.84M in Q2 2021.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.