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Leading Securities Company’s Lufax Holding LU Stock Holding History

Leading Securities Company’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
Q3 		$2.09M Buy
514,323
+140,992
+38% +$421K 44.08% 1
2025
Q2 		$1.04M Buy
373,331
+181,871
+95% +$513K 14.88% 3
2025
Q1 		$569K Hold
191,460
– – 3.42% 4
2024
Q4 		$458K Buy
+191,460
New +$529K 1.49% 5

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
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
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
Alpine Investment Management Hong Kong $401M AUM 17.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Leading Securities Company's LU Position: Q3 2025 in Review

Leading Securities Company increased its Lufax Holding (LU) stake by 38% in Q3 2025, buying an estimated $421K and bringing the position to 514,323 shares worth $2.09M. The position accounts for 44.08% of the portfolio, ranked #1.

Leading Securities Company first reported a position in LU in Q4 2024 and has held it in 4 quarters since. 89 funds tracked by Wall St. Rank hold LU as of Q3 2025.

  • Leading Securities Company held 514,323 shares of Lufax Holding worth $2.09M as of Q3 2025.
  • Leading Securities Company bought 140,992 Lufax Holding shares in Q3 2025, an estimated $421K.
  • Lufax Holding made up 44.08% of Leading Securities Company's portfolio in Q3 2025, its #1 holding.
  • Leading Securities Company first reported a position in Lufax Holding in Q4 2024 and has held it in 4 quarters since.
  • 89 funds tracked by Wall St. Rank held Lufax Holding as of Q3 2025.

Based on Leading Securities Company's 13F filing for Q3 2025, filed 6 Nov 2025.