55 North Private Wealth’s Lloyds Banking Group LYG Stock Holding History

55 North Private Wealth’s Portfolio LYG Stock Details LYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$128K	Sell	22,007 -2,791	-11%	-$15.1K	0.03%	300
2026 Q1	$125K	Sell	24,798 -1,830	-7%	-$10K	0.03%	207
2025 Q4	$141K	Buy	+26,628	New	+$129K	0.04%	194

Other funds holding LYG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

55 North Private Wealth's LYG Position: Q2 2026 in Review

55 North Private Wealth reduced its Lloyds Banking Group (LYG) stake by 11% in Q2 2026, selling an estimated $15.1K and leaving 22,007 shares worth $128K. The position accounts for 0.03% of the portfolio, ranked #300.

55 North Private Wealth first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $141K in Q4 2025. 607 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

55 North Private Wealth held 22,007 shares of Lloyds Banking Group worth $128K as of Q2 2026.
55 North Private Wealth sold 2,791 Lloyds Banking Group shares in Q2 2026, an estimated $15.1K.
Lloyds Banking Group made up 0.03% of 55 North Private Wealth's portfolio in Q2 2026, its #300 holding.
55 North Private Wealth first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
55 North Private Wealth's Lloyds Banking Group position peaked at $141K in Q4 2025.
607 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.