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North Star Investment Management’s Lufax Holding LU Stock Holding History

North Star Investment Management’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 		$529 Buy
+401
New +$682 ﹤0.01% 1662

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

North Star Investment Management's LU Position: Q2 2026 in Review

North Star Investment Management opened a new position in Lufax Holding (LU) in Q2 2026: 401 shares worth $529. The stake represents ﹤0.01% of the portfolio and ranks #1662 among its holdings.

75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • North Star Investment Management held 401 shares of Lufax Holding worth $529 as of Q2 2026.
  • Lufax Holding was a new North Star Investment Management position in Q2 2026.
  • Lufax Holding made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1662 holding.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.