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Steward Partners Investment Advisory’s Lufax Holding LU Stock Holding History

Steward Partners Investment Advisory’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
2025
Q2 		– Sell
-5,250
Closed -$15.6K – 4205
2025
Q1 		$15.6K Buy
+5,250
New +$14.6K ﹤0.01% 2909

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TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
FBIL
First Beijing Investment Ltd Hong Kong $2.32B AUM 8.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Steward Partners Investment Advisory's LU Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 5,250 shares — an estimated $15.6K sold.

Steward Partners Investment Advisory first reported a position in LU in Q1 2025 and held it in 1 quarter. The position peaked at $15.6K in Q1 2025. 98 funds tracked by Wall St. Rank hold LU as of Q2 2025.

  • Steward Partners Investment Advisory reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 5,250 Lufax Holding shares in Q2 2025, an estimated $15.6K.
  • Steward Partners Investment Advisory first reported a position in Lufax Holding in Q1 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Lufax Holding position peaked at $15.6K in Q1 2025.
  • 98 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.