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Profund Advisors’s Lufax Holding LU Stock Holding History

Profund Advisors’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
-25,448
Closed -$65.1K – 1211
2025
Q4 		$65.1K Sell
25,448
-6,266
-20% -$18.5K ﹤0.01% 1242
2025
Q3 		$129K Buy
31,714
+6,565
+26% +$19.6K ﹤0.01% 1019
2025
Q2 		$70.2K Sell
25,149
-4,340
-15% -$12.2K ﹤0.01% 981
2025
Q1 		$87.6K Buy
29,489
+2,682
+10% +$7.44K ﹤0.01% 961
2024
Q4 		$64.1K Sell
26,807
-88,058
-77% -$243K ﹤0.01% 1091
2024
Q3 		$401K Sell
114,865
-7,501
-6% -$19.6K 0.02% 639
2024
Q2 		$290K Sell
122,366
-3,656
-3% -$13.9K 0.01% 737
2024
Q1 		$532K Buy
126,022
+12,978
+11% +$36.3K 0.02% 554
2023
Q4 		$347K Buy
113,044
+67,729
+149% +$252K 0.01% 708
2023
Q3 		$192K Sell
45,315
-684
-1% -$3.79K 0.01% 897
2023
Q2 		$263K Sell
45,999
-3,874
-8% -$25.6K 0.01% 794
2023
Q1 		$407K Buy
+49,873
New +$478K 0.03% 579
2022
Q4 		– Sell
-25,308
Closed -$257K – 1016
2022
Q3 		$257K Sell
25,308
-3,771
-13% -$64.4K 0.02% 667
2022
Q2 		$698K Buy
29,079
+2,055
+8% +$47.7K 0.04% 339
2022
Q1 		$602K Buy
27,024
+4,753
+21% +$105K 0.03% 468
2021
Q4 		$502K Buy
+22,271
New +$584K 0.02% 609

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

Profund Advisors's LU Position: Q1 2026 in Review

Profund Advisors sold out of Lufax Holding (LU) in Q1 2026, closing a stake of 25,448 shares — an estimated $65.1K sold.

Profund Advisors first reported a position in LU in Q4 2021 and held it in 16 quarters. The position peaked at $698K in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • Profund Advisors reported no remaining Lufax Holding position as of Q1 2026 after selling out during the quarter.
  • Profund Advisors sold 25,448 Lufax Holding shares in Q1 2026, an estimated $65.1K.
  • Profund Advisors first reported a position in Lufax Holding in Q4 2021 and held it in 16 quarters.
  • Profund Advisors's Lufax Holding position peaked at $698K in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on Profund Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.