Swan Capital’s Lufax Holding LU Stock Holding History

Swan Capital’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	$37	Hold	28	–	–	﹤0.01%	573
2026 Q1	$52	Hold	28	–	–	﹤0.01%	538
2025 Q4	$72	Hold	28	–	–	﹤0.01%	498
2025 Q3	$114	Hold	28	–	–	﹤0.01%	474
2025 Q2	$78	Hold	28	–	–	﹤0.01%	461
2025 Q1	$83	Hold	28	–	–	﹤0.01%	363
2024 Q4	$67	Hold	28	–	–	﹤0.01%	365
2024 Q3	$98	Hold	28	–	–	﹤0.01%	330
2024 Q2	$66	Buy	+28	New	+$107	﹤0.01%	295

Other funds holding LU

AIM

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Yunqi Capital Hong Kong $125M AUM 13.99% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Swan Capital's LU Position: Q2 2026 in Review

Swan Capital held its Lufax Holding (LU) position steady in Q2 2026 at 28 shares worth $37. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Swan Capital first reported a position in LU in Q2 2024 and has held it in 9 quarters since. The position peaked at $114 in Q3 2025. 75 funds tracked by Wall St. Rank hold LU as of Q2 2026.

Swan Capital held 28 shares of Lufax Holding worth $37 as of Q2 2026.
Swan Capital left its Lufax Holding share count unchanged in Q2 2026.
Lufax Holding made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #573 holding.
Swan Capital first reported a position in Lufax Holding in Q2 2024 and has held it in 9 quarters since.
Swan Capital's Lufax Holding position peaked at $114 in Q3 2025.
75 funds tracked by Wall St. Rank held Lufax Holding as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.