SG Americas Securities
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SG Americas Securities’s Lufax Holding LU Stock Holding History

SG Americas Securities’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
-15,880
Closed -$30K – 3538
2026
Q1 		$30K Sell
15,880
-182,739
-92% -$462K ﹤0.01% 3067
2025
Q4 		$508K Buy
198,619
+28,812
+17% +$85.2K ﹤0.01% 2482
2025
Q3 		$689K Buy
169,807
+125,287
+281% +$374K ﹤0.01% 1822
2025
Q2 		$124K Sell
44,520
-135,001
-75% -$381K ﹤0.01% 2542
2025
Q1 		$533K Buy
+179,521
New +$498K ﹤0.01% 1718
2024
Q4 		– Sell
-18,965
Closed -$66K – 3398
2024
Q3 		$66K Buy
+18,965
New +$49.6K ﹤0.01% 3184
2024
Q1 		– Sell
-72,510
Closed -$223K – 3230
2023
Q4 		$223K Buy
72,510
+34,447
+90% +$128K ﹤0.01% 2059
2023
Q3 		$161K Sell
38,063
-45,373
-54% -$251K ﹤0.01% 2445
2023
Q2 		$477K Sell
83,436
-18,160
-18% -$120K ﹤0.01% 1416
2023
Q1 		$829K Buy
101,596
+31,583
+45% +$303K 0.01% 1284
2022
Q4 		$543K Buy
70,013
+31,094
+80% +$237K 0.01% 1465
2022
Q3 		$395K Sell
38,919
-44,946
-54% -$767K ﹤0.01% 1758
2022
Q2 		$2.01M Sell
83,865
-20,003
-19% -$465K 0.02% 748
2022
Q1 		$2.31M Buy
+103,868
New +$2.29M 0.02% 811
2021
Q4 		– Sell
-18,772
Closed -$524K – 3626
2021
Q3 		$524K Sell
18,772
-400
-2% -$13.3K ﹤0.01% 2462
2021
Q2 		$867K Sell
19,172
-1,302
-6% -$65.6K ﹤0.01% 1656
2021
Q1 		$1.19M Sell
20,474
-2,650
-11% -$163K 0.01% 1406
2020
Q4 		$1.31M Buy
+23,124
New +$1.38M 0.01% 1367

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

SG Americas Securities's LU Position: Q2 2026 in Review

SG Americas Securities sold out of Lufax Holding (LU) in Q2 2026, closing a stake of 15,880 shares — an estimated $30K sold.

SG Americas Securities first reported a position in LU in Q4 2020 and held it in 18 quarters. The position peaked at $2.31M in Q1 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • SG Americas Securities reported no remaining Lufax Holding position as of Q2 2026 after selling out during the quarter.
  • SG Americas Securities sold 15,880 Lufax Holding shares in Q2 2026, an estimated $30K.
  • SG Americas Securities first reported a position in Lufax Holding in Q4 2020 and held it in 18 quarters.
  • SG Americas Securities's Lufax Holding position peaked at $2.31M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on SG Americas Securities's 13F filing for Q2 2026, filed 7 Aug 2026.