Simplex Trading
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Simplex Trading’s Lufax Holding LU Stock Holding History

Simplex Trading’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 		$36.8K Sell
27,871
-74,062
-73% -$126K ﹤0.01% 6588
2026
Q1 		$191K Sell
101,933
-50,780
-33% -$128K ﹤0.01% 4359
2025
Q4 		$391K Sell
152,713
-159,797
-51% -$472K ﹤0.01% 3541
2025
Q3 		$1.27M Buy
312,510
+245,087
+364% +$732K ﹤0.01% 2799
2025
Q2 		$188K Buy
67,423
+45,766
+211% +$129K ﹤0.01% 4573
2025
Q1 		$64K Buy
21,657
+4,441
+26% +$12.3K ﹤0.01% 5526
2024
Q4 		$41K Sell
17,216
-27,065
-61% -$74.7K ﹤0.01% 6077
2024
Q3 		$154K Buy
+44,281
New +$116K ﹤0.01% 4784
2024
Q2 		– Sell
-40,105
Closed -$153K – 9375
2024
Q1 		$169K Buy
40,105
+7,971
+25% +$22.3K ﹤0.01% 5040
2023
Q4 		$98K Sell
32,134
-17,227
-35% -$64.2K ﹤0.01% 5415
2023
Q3 		$209K Buy
49,361
+21,608
+78% +$120K ﹤0.01% 4301
2023
Q2 		$158K Buy
+27,753
New +$183K ﹤0.01% 4576
2022
Q4 		– Sell
-96,614
Closed -$736K – 9884
2022
Q3 		$981K Buy
+96,614
New +$1.65M ﹤0.01% 2660
2022
Q1 		– Sell
-14,521
Closed -$320K – 10985
2021
Q4 		$327K Buy
+14,521
New +$380K ﹤0.01% 4423
2021
Q2 		– Sell
-7,478
Closed -$377K – 10408
2021
Q1 		$434K Buy
7,478
+6,579
+732% +$404K ﹤0.01% 3572
2020
Q4 		$51K Buy
+899
New +$53.8K ﹤0.01% 6157

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

Simplex Trading's LU Position: Q2 2026 in Review

Simplex Trading reduced its Lufax Holding (LU) stake by 73% in Q2 2026, selling an estimated $126K and leaving 27,871 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6588.

Simplex Trading first reported a position in LU in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.27M in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • Simplex Trading held 27,871 shares of Lufax Holding worth $36.8K as of Q2 2026.
  • Simplex Trading sold 74,062 Lufax Holding shares in Q2 2026, an estimated $126K.
  • Lufax Holding made up ﹤0.01% of Simplex Trading's portfolio in Q2 2026, its #6588 holding.
  • Simplex Trading first reported a position in Lufax Holding in Q4 2020 and has held it in 16 quarters since.
  • Simplex Trading's Lufax Holding position peaked at $1.27M in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.