RhumbLine Advisers
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RhumbLine Advisers’s Lufax Holding LU Stock Holding History

RhumbLine Advisers’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
-148
Closed -$378 – 4139
2025
Q4 		$378 Hold
148
– – ﹤0.01% 4066
2025
Q3 		$600 Sell
148
-480
-76% -$1.43K ﹤0.01% 4053
2025
Q2 		$1.75K Sell
628
-118
-16% -$333 ﹤0.01% 4004
2025
Q1 		$2.21K Sell
746
-159
-18% -$441 ﹤0.01% 3980
2024
Q4 		$2.16K Buy
905
+100
+12% +$276 ﹤0.01% 4035
2024
Q3 		$2.81K Hold
805
– – ﹤0.01% 4041
2024
Q2 		$1.91K Hold
805
– – ﹤0.01% 4191
2024
Q1 		$3.4K Sell
805
-11,569
-93% -$32.4K ﹤0.01% 4033
2023
Q4 		$38K Sell
12,374
-367
-3% -$1.37K ﹤0.01% 3681
2023
Q3 		$54K Buy
12,741
+435
+4% +$2.41K ﹤0.01% 3626
2023
Q2 		$70.4K Buy
+12,306
New +$81.3K ﹤0.01% 3605

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

RhumbLine Advisers's LU Position: Q1 2026 in Review

RhumbLine Advisers sold out of Lufax Holding (LU) in Q1 2026, closing a stake of 148 shares — an estimated $378 sold.

RhumbLine Advisers first reported a position in LU in Q2 2023 and held it in 11 quarters. The position peaked at $70.4K in Q2 2023. 75 funds tracked by Wall St. Rank hold LU as of Q1 2026.

  • RhumbLine Advisers reported no remaining Lufax Holding position as of Q1 2026 after selling out during the quarter.
  • RhumbLine Advisers sold 148 Lufax Holding shares in Q1 2026, an estimated $378.
  • RhumbLine Advisers first reported a position in Lufax Holding in Q2 2023 and held it in 11 quarters.
  • RhumbLine Advisers's Lufax Holding position peaked at $70.4K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q1 2026.

Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.