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Summit Securities Group’s Lufax Holding LU Stock Holding History

Summit Securities Group’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
-884
Closed -$2.63K – 1276
2025
Q1 		$2.63K Buy
+884
New +$2.45K ﹤0.01% 652
2024
Q4 		– Sell
-3,626
Closed -$13K – 789
2024
Q3 		$13K Buy
+3,626
New +$9.49K ﹤0.01% 357
2023
Q2 		– Sell
-5,000
Closed -$41K – 1009
2023
Q1 		$41K Buy
+5,000
New +$47.9K ﹤0.01% 467

Other funds holding LU

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
YC
Yunqi Capital Hong Kong $92.4M AUM 16.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
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

Summit Securities Group's LU Position: Q2 2025 in Review

Summit Securities Group sold out of Lufax Holding (LU) in Q2 2025, closing a stake of 884 shares — an estimated $2.63K sold.

Summit Securities Group first reported a position in LU in Q1 2023 and held it in 3 quarters. The position peaked at $41K in Q1 2023. 98 funds tracked by Wall St. Rank hold LU as of Q2 2025.

  • Summit Securities Group reported no remaining Lufax Holding position as of Q2 2025 after selling out during the quarter.
  • Summit Securities Group sold 884 Lufax Holding shares in Q2 2025, an estimated $2.63K.
  • Summit Securities Group first reported a position in Lufax Holding in Q1 2023 and held it in 3 quarters.
  • Summit Securities Group's Lufax Holding position peaked at $41K in Q1 2023.
  • 98 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2025.

Based on Summit Securities Group's 13F filing for Q2 2025, filed 12 Aug 2025.