Savant Capital’s Lufax Holding LU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$13.8K Buy
+10,370
New +$17.6K ﹤0.01% 1837
2025
Q2
– Sell
-12,599
Closed -$37.4K – 1259
2025
Q1
$37.4K Buy
+12,599
New +$35K ﹤0.01% 1064

Other funds holding LU

Savant Capital's LU Position: Q2 2026 in Review

Savant Capital opened a new position in Lufax Holding (LU) in Q2 2026: 10,370 shares worth $13.8K. The stake represents ﹤0.01% of the portfolio and ranks #1837 among its holdings. This is a return to the name: Savant Capital previously reported a position in LU as recently as Q1 2025.

Savant Capital first reported a position in LU in Q1 2025 and has held it in 2 quarters since. The position peaked at $37.4K in Q1 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Savant Capital held 10,370 shares of Lufax Holding worth $13.8K as of Q2 2026.
  • Lufax Holding was a new Savant Capital position in Q2 2026.
  • Lufax Holding made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1837 holding.
  • Savant Capital first reported a position in Lufax Holding in Q1 2025 and has held it in 2 quarters since.
  • Savant Capital's Lufax Holding position peaked at $37.4K in Q1 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.