SEI Investments
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SEI Investments’s Lufax Holding LU Stock Holding History

SEI Investments’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 		– Sell
-30,052
Closed -$56.2K – 3367
2026
Q1 		$56.2K Sell
30,052
-38,796
-56% -$98K ﹤0.01% 3166
2025
Q4 		$176K Sell
68,848
-78,491
-53% -$232K ﹤0.01% 2928
2025
Q3 		$598K Buy
147,339
+71,891
+95% +$215K ﹤0.01% 2156
2025
Q2 		$211K Sell
75,448
-49,195
-39% -$139K ﹤0.01% 2546
2025
Q1 		$370K Buy
124,643
+91,849
+280% +$255K ﹤0.01% 2258
2024
Q4 		$78.4K Sell
32,794
-18,399
-36% -$50.8K ﹤0.01% 2616
2024
Q3 		$179K Hold
51,193
– – ﹤0.01% 2498
2024
Q2 		$121K Sell
51,193
-137,591
-73% -$525K ﹤0.01% 2509
2024
Q1 		$797K Buy
+188,784
New +$529K ﹤0.01% 1964
2023
Q3 		– Sell
-6,593
Closed -$37.7K – 2659
2023
Q2 		$37.7K Buy
6,593
+1,392
+27% +$9.2K ﹤0.01% 2630
2023
Q1 		$42.4K Buy
+5,201
New +$49.9K ﹤0.01% 2636
2022
Q3 		– Sell
-6,848
Closed -$176K – 2691
2022
Q2 		$176K Buy
6,848
+2,097
+44% +$48.7K ﹤0.01% 2491
2022
Q1 		$106K Buy
4,751
+1,990
+72% +$43.8K ﹤0.01% 2506
2021
Q4 		$58K Buy
+2,761
New +$72.3K ﹤0.01% 2568

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

SEI Investments's LU Position: Q2 2026 in Review

SEI Investments sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 30,052 shares — an estimated $56.2K sold.

SEI Investments first reported a position in LU in Q4 2021 and held it in 14 quarters. The position peaked at $797K in Q1 2024. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • SEI Investments reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
  • SEI Investments sold 30,052 Lufax Holding shares in Q2 2026, an estimated $56.2K.
  • SEI Investments first reported a position in Lufax Holding in Q4 2021 and held it in 14 quarters.
  • SEI Investments's Lufax Holding position peaked at $797K in Q1 2024.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on SEI Investments's 13F filing for Q2 2026, filed 14 Aug 2026.