JBF Capital’s Lufax Holding LU Stock Holding History

JBF Capital’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	$449K	Hold	339,884	–	–	0.06%	59
2026 Q1	$636K	Hold	339,884	–	–	0.09%	60
2025 Q4	$870K	Hold	339,884	–	–	0.13%	34
2025 Q3	$1.38M	Hold	339,884	–	–	0.2%	31
2025 Q2	$948K	Hold	339,884	–	–	0.15%	34
2025 Q1	$1.01M	Hold	339,884	–	–	0.19%	29
2024 Q4	$812K	Sell	339,884 -5,000	-1%	-$13.8K	0.14%	38
2024 Q3	$1.2M	Buy	344,884 +289,884	+527%	+$758K	0.18%	45
2024 Q2	$130K	Sell	55,000 -250,000	-82%	-$953K	0.02%	76
2024 Q1	$1.29M	Buy	305,000 +275,000	+917%	+$770K	0.21%	40
2023 Q4	$92.1K	Buy	30,000 +1,250	+4%	+$4.66K	0.02%	73
2023 Q3	$122K	Buy	28,750 +3,750	+15%	+$20.8K	0.03%	63
2023 Q2	$143K	Hold	25,000	–	–	0.03%	63
2023 Q1	$204K	Sell	25,000 -1,250	-5%	-$12K	0.05%	55
2022 Q4	$204K	Buy	26,250 +6,250	+31%	+$47.6K	0.05%	46
2022 Q3	$203K	Buy	20,000 +3,750	+23%	+$64K	0.05%	49
2022 Q2	$390K	Hold	16,250	–	–	0.1%	38
2022 Q1	$362K	Buy	16,250 +625	+4%	+$13.8K	0.08%	42
2021 Q4	$352K	Buy	+15,625	New	+$409K	0.07%	45

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

JBF Capital's LU Position: Q2 2026 in Review

JBF Capital held its Lufax Holding (LU) position steady in Q2 2026 at 339,884 shares worth $449K. The position accounts for 0.06% of the portfolio, ranked #59.

JBF Capital first reported a position in LU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.38M in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

JBF Capital held 339,884 shares of Lufax Holding worth $449K as of Q2 2026.
JBF Capital left its Lufax Holding share count unchanged in Q2 2026.
Lufax Holding made up 0.06% of JBF Capital's portfolio in Q2 2026, its #59 holding.
JBF Capital first reported a position in Lufax Holding in Q4 2021 and has held it in 19 quarters since.
JBF Capital's Lufax Holding position peaked at $1.38M in Q3 2025.
75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on JBF Capital's 13F filing for Q2 2026, filed 13 Aug 2026.