EWA, LLC

Position in LU — Lufax Holding Ltd

CIK 1835252 PITTSBURGH, PA

Position in LU

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$17,315

-$7,355 QoQ

Shares Held

13,118

-0.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

of 3 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

EWA, LLC holds $2,724,032 across 6 Credit Services names. LU ranks #6 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,523	$1,208,706
2	MA	Mastercard Inc	1,357	$696,955
3	COF	Capital One Financial Corp	1,522	$305,343
4	AXP	American Express Co	813	$274,997
5	SEZL	Sezzle Inc.	1,286	$220,716
6	LU	Lufax Holding Ltd This page	13,118	$17,315

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,315	13,118	-0.6%	Shares	Sole	2026-07-14
2026-03-31	$24,670	13,193	-2.4%	Shares	Sole	2026-04-23
2025-12-31	$34,593	13,513	-0.0%	Shares	Sole	2026-02-03
2025-09-30	$54,887	13,519	-1.0%	Shares	Sole	2025-10-31
2025-06-30	$38,111	13,660	-0.5%	Shares	Sole	2025-07-18
2025-03-31	$40,781	13,731	+3.7%	Shares	Sole	2025-04-22
2024-12-31	$31,631	13,235	+1.9%	Shares	Sole	2025-02-14
2024-09-30	$45,335	12,990	—	Shares	Sole	2024-11-15
No filing history on record for this holder in this stock.