71 West Capital Partners’s Lloyds Banking Group LYG Stock Holding History

71 West Capital Partners’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	$300K	Buy	51,467 +31,668	+160%	+$172K	0.01%	313
2026 Q1	$99.6K	Buy	19,799 +3,927	+25%	+$21.5K	﹤0.01%	312
2025 Q4	$84.1K	Buy	+15,872	New	+$76.9K	﹤0.01%	259

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

71 West Capital Partners's LYG Position: Q2 2026 in Review

71 West Capital Partners increased its Lloyds Banking Group (LYG) stake by 160% in Q2 2026, buying an estimated $172K and bringing the position to 51,467 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #313.

71 West Capital Partners first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

71 West Capital Partners held 51,467 shares of Lloyds Banking Group worth $300K as of Q2 2026.
71 West Capital Partners bought 31,668 Lloyds Banking Group shares in Q2 2026, an estimated $172K.
Lloyds Banking Group made up 0.01% of 71 West Capital Partners's portfolio in Q2 2026, its #313 holding.
71 West Capital Partners first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on 71 West Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.