State Street
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State Street’s Lufax Holding LU Stock Holding History

State Street’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 		$1.93M Sell
1,462,988
-836,432
-36% -$1.42M ﹤0.01% 3342
2026
Q1 		$4.3M Sell
2,299,420
-1,615,135
-41% -$4.08M ﹤0.01% 3020
2025
Q4 		$10M Sell
3,914,555
-743,329
-16% -$2.2M ﹤0.01% 2651
2025
Q3 		$18.9M Sell
4,657,884
-384,293
-8% -$1.15M ﹤0.01% 2286
2025
Q2 		$14.1M Sell
5,042,177
-316,577
-6% -$893K ﹤0.01% 2385
2025
Q1 		$15.9M Buy
5,358,754
+563,051
+12% +$1.56M ﹤0.01% 2261
2024
Q4 		$11.5M Sell
4,795,703
-164,906
-3% -$455K ﹤0.01% 2546
2024
Q3 		$17.3M Buy
4,960,609
+155,006
+3% +$406K ﹤0.01% 2298
2024
Q2 		$15.9M Buy
4,805,603
+2,838,621
+144% +$10.8M ﹤0.01% 2286
2024
Q1 		$8.3M Sell
1,966,982
-1,834,559
-48% -$5.14M ﹤0.01% 2689
2023
Q4 		$11.7M Buy
3,801,541
+13,031
+0.3% +$48.5K ﹤0.01% 2505
2023
Q3 		$16.1M Buy
3,788,510
+97,045
+3% +$538K ﹤0.01% 2303
2023
Q2 		$21.1M Buy
3,691,465
+492,862
+15% +$3.26M ﹤0.01% 2216
2023
Q1 		$26.1M Buy
3,198,603
+66,409
+2% +$637K ﹤0.01% 2043
2022
Q4 		$24.3M Buy
3,132,194
+45,401
+1% +$346K ﹤0.01% 2100
2022
Q3 		$31.4M Sell
3,086,793
-24,076
-0.8% -$411K ﹤0.01% 1917
2022
Q2 		$74.7M Buy
3,110,869
+586,455
+23% +$13.6M ﹤0.01% 1377
2022
Q1 		$56.2M Buy
2,524,414
+1,823,099
+260% +$40.2M ﹤0.01% 1680
2021
Q4 		$15.8M Sell
701,315
-544,668
-44% -$14.3M ﹤0.01% 2640
2021
Q3 		$34.8M Buy
1,245,983
+158,810
+15% +$5.27M ﹤0.01% 2075
2021
Q2 		$49.1M Buy
1,087,173
+384,585
+55% +$19.4M ﹤0.01% 1861
2021
Q1 		$40.8M Buy
702,588
+186,213
+36% +$11.4M ﹤0.01% 1897
2020
Q4 		$29.3M Buy
+516,375
New +$30.9M ﹤0.01% 1994

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

State Street's LU Position: Q2 2026 in Review

State Street reduced its Lufax Holding (LU) stake by 36% in Q2 2026, selling an estimated $1.42M and leaving 1,462,988 shares worth $1.93M. The position accounts for ﹤0.01% of the portfolio, ranked #3342.

State Street first reported a position in LU in Q4 2020 and has held it in 23 quarters since. The position peaked at $74.7M in Q2 2022. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

  • State Street held 1,462,988 shares of Lufax Holding worth $1.93M as of Q2 2026.
  • State Street sold 836,432 Lufax Holding shares in Q2 2026, an estimated $1.42M.
  • Lufax Holding made up ﹤0.01% of State Street's portfolio in Q2 2026, its #3342 holding.
  • State Street first reported a position in Lufax Holding in Q4 2020 and has held it in 23 quarters since.
  • State Street's Lufax Holding position peaked at $74.7M in Q2 2022.
  • 75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on State Street's 13F filing for Q2 2026, filed 7 Aug 2026.