Tower Research Capital (TRC)’s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) LU Stock Holding History

Tower Research Capital (TRC)’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	$21.2K	Buy	+1,608	New	+$27.3K	﹤0.01%	3494
2026 Q1	–	Sell	-180	Closed	-$4.6K	–	5371
2025 Q4	$4.6K	Buy	180 +152	+543%	+$4.49K	﹤0.01%	4201
2025 Q3	$1.12K	Sell	28 -820	-97%	-$24.5K	﹤0.01%	4872
2025 Q2	$23.7K	Buy	+848	New	+$23.9K	﹤0.01%	3586
2025 Q1	–	Sell	-418	Closed	-$11.6K	–	5107
2024 Q4	$10K	Sell	418 -1,183	-74%	-$32.7K	﹤0.01%	3850
2024 Q3	$55.9K	Buy	+1,601	New	+$41.9K	﹤0.01%	2663
2024 Q2	–	Sell	-1,071	Closed	-$45.2K	–	5876
2024 Q1	$45.2K	Buy	1,071 +481	+82%	+$13.5K	﹤0.01%	2351
2023 Q4	$18.1K	Sell	590 -1,499	-72%	-$55.8K	﹤0.01%	3713
2023 Q3	$88.6K	Buy	+2,089	New	+$116K	﹤0.01%	2070
2023 Q2	–	Sell	-779	Closed	-$63K	–	6239
2023 Q1	$63K	Buy	779 +776	+25,867%	+$74.4K	﹤0.01%	2297
2022 Q4	$0	Sell	3 -17	-85%	-$1.3K	﹤0.01%	6179
2022 Q3	$2K	Sell	20 -555	-97%	-$94.8K	﹤0.01%	5580
2022 Q2	$138K	Buy	575 +483	+525%	+$112K	﹤0.01%	2035
2022 Q1	$21K	Sell	92 -1,640	-95%	-$361K	﹤0.01%	3489
2021 Q4	$390K	Buy	+1,732	New	+$454K	0.01%	1285
2021 Q3	–	Sell	-334	Closed	-$151K	–	5992
2021 Q2	$151K	Buy	334 +3	+0.9%	+$1.51K	﹤0.01%	2126
2021 Q1	$192K	Sell	331 -452	-58%	-$278K	﹤0.01%	2039
2020 Q4	$445K	Buy	+783	New	+$469K	0.01%	1084

Other funds holding LU

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 $3.38T AUM 44.17% 1-Year Est. Return

Tower Research Capital (TRC)'s LU Position: Q2 2026 in Review

Tower Research Capital (TRC) opened a new position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) (LU) in Q2 2026: 1,608 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #3494 among its holdings. This is a return to the name: Tower Research Capital (TRC) previously reported a position in LU as recently as Q4 2025.

Tower Research Capital (TRC) first reported a position in LU in Q4 2020 and has held it in 18 quarters since. The position peaked at $445K in Q4 2020. 74 funds tracked by Wall St. Rank hold LU as of Q2 2026.

Tower Research Capital (TRC) held 1,608 shares of Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) worth $21.2K as of Q2 2026.
Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) was a new Tower Research Capital (TRC) position in Q2 2026.
Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) made up ﹤0.01% of Tower Research Capital (TRC)'s portfolio in Q2 2026, its #3494 holding.
Tower Research Capital (TRC) first reported a position in Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) in Q4 2020 and has held it in 18 quarters since.
Tower Research Capital (TRC)'s Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) position peaked at $445K in Q4 2020.
74 funds tracked by Wall St. Rank held Lufax Holding Ltd. American Depositary Shares, (each representing twenty (20) Ordinary Shares) as of Q2 2026.

Based on Tower Research Capital (TRC)'s 13F filing for Q2 2026, filed 11 Aug 2026.