HRT Financial’s Lufax Holding LU Stock Holding History

HRT Financial’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	$111K	Sell	84,271 -106,675	-56%	-$181K	﹤0.01%	3585
2026 Q1	$357K	Buy	190,946 +81,123	+74%	+$205K	﹤0.01%	2752
2025 Q4	$281K	Buy	109,823 +4,453	+4%	+$13.2K	﹤0.01%	2409
2025 Q3	$427K	Buy	105,370 +87,411	+487%	+$261K	﹤0.01%	1974
2025 Q2	$50K	Buy	+17,959	New	+$50.7K	﹤0.01%	2305
2025 Q1	–	Sell	-567,265	Closed	-$1.35M	–	3011
2024 Q4	$1.35M	Buy	+567,265	New	+$1.57M	0.01%	921
2024 Q2	–	Sell	-861,185	Closed	-$3.63M	–	2712
2024 Q1	$3.63M	Buy	+861,185	New	+$2.41M	0.02%	361
2023 Q3	–	Sell	-54,172	Closed	-$309K	–	2799
2023 Q2	$309K	Sell	54,172 -25,632	-32%	-$169K	﹤0.01%	1608
2023 Q1	$651K	Buy	+79,804	New	+$765K	0.01%	1194
2022 Q4	–	Sell	-139,092	Closed	-$1.41M	–	2849
2022 Q3	$1.41M	Buy	+139,092	New	+$2.37M	0.02%	742
2022 Q1	–	Sell	-34,160	Closed	-$769K	–	3526
2021 Q4	$769K	Buy	+34,160	New	+$895K	﹤0.01%	1351
2021 Q2	–	Sell	-7,164	Closed	-$416K	–	3232
2021 Q1	$416K	Buy	+7,164	New	+$440K	﹤0.01%	1924

Other funds holding LU

AIM

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRT Financial's LU Position: Q2 2026 in Review

HRT Financial reduced its Lufax Holding (LU) stake by 56% in Q2 2026, selling an estimated $181K and leaving 84,271 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

HRT Financial first reported a position in LU in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.63M in Q1 2024. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

HRT Financial held 84,271 shares of Lufax Holding worth $111K as of Q2 2026.
HRT Financial sold 106,675 Lufax Holding shares in Q2 2026, an estimated $181K.
Lufax Holding made up ﹤0.01% of HRT Financial's portfolio in Q2 2026, its #3585 holding.
HRT Financial first reported a position in Lufax Holding in Q1 2021 and has held it in 12 quarters since.
HRT Financial's Lufax Holding position peaked at $3.63M in Q1 2024.
75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.