Superior Planning, LLC’s Lloyds Banking Group LYG Stock Holding History

Superior Planning, LLC’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 Q3	$10.1K	Buy	+1,792	New	+$10.7K	﹤0.01%	925

Other funds holding LYG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Superior Planning, LLC's LYG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Lloyds Banking Group (LYG) in Q3 2026: 1,792 shares worth $10.1K. The stake represents ﹤0.01% of the portfolio and ranks #925 among its holdings.

449 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Superior Planning, LLC held 1,792 shares of Lloyds Banking Group worth $10.1K as of Q3 2026.
Lloyds Banking Group was a new Superior Planning, LLC position in Q3 2026.
Lloyds Banking Group made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #925 holding.
449 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.