Pathstone Holdings
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Pathstone Holdings’s Lufax Holding LU Stock Holding History

Pathstone Holdings’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
Q1 		– Sell
-23,677
Closed -$60.6K – 2291
2025
Q4 		$60.6K Buy
23,677
+3,691
+18% +$10.9K ﹤0.01% 2181
2025
Q3 		$81.1K Buy
19,986
+519
+3% +$1.55K ﹤0.01% 2291
2025
Q2 		$54.3K Buy
19,467
+1,164
+6% +$3.29K ﹤0.01% 2146
2025
Q1 		$54.4K Sell
18,303
-951
-5% -$2.64K ﹤0.01% 2177
2024
Q4 		$46K Buy
19,254
+2,707
+16% +$7.47K ﹤0.01% 2269
2024
Q3 		$57.7K Buy
+16,547
New +$43.3K ﹤0.01% 2275

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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

Pathstone Holdings's LU Position: Q1 2026 in Review

Pathstone Holdings sold out of Lufax Holding (LU) in Q1 2026, closing a stake of 23,677 shares — an estimated $60.6K sold.

Pathstone Holdings first reported a position in LU in Q3 2024 and held it in 6 quarters. The position peaked at $81.1K in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • Pathstone Holdings reported no remaining Lufax Holding position as of Q1 2026 after selling out during the quarter.
  • Pathstone Holdings sold 23,677 Lufax Holding shares in Q1 2026, an estimated $60.6K.
  • Pathstone Holdings first reported a position in Lufax Holding in Q3 2024 and held it in 6 quarters.
  • Pathstone Holdings's Lufax Holding position peaked at $81.1K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.