AWA
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Aaron Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Aaron Wealth Advisors’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 		$1.15M Buy
196,676
+6,538
+3% +$35.5K 0.06% 214
2026
Q1 		$956K Buy
190,138
+23,750
+14% +$130K 0.05% 234
2025
Q4 		$882K Buy
166,388
+29,931
+22% +$145K 0.05% 277
2025
Q3 		$620K Sell
136,457
-2,361
-2% -$10.3K 0.04% 348
2025
Q2 		$590K Sell
138,818
-1,099
-0.8% -$4.37K 0.06% 201
2025
Q1 		$534K Buy
139,917
+8,757
+7% +$29K 0.06% 203
2024
Q4 		$357K Buy
131,160
+10,647
+9% +$30.4K 0.04% 277
2024
Q3 		$376K Buy
120,513
+20,884
+21% +$62.7K 0.04% 248
2024
Q2 		$272K Buy
99,629
+5,681
+6% +$15.2K 0.04% 256
2024
Q1 		$243K Buy
+93,948
New +$216K 0.03% 255
2022
Q4 		– Sell
-53,572
Closed -$96K – 260
2022
Q3 		$96K Buy
53,572
+29,684
+124% +$61.6K 0.02% 216
2022
Q2 		$48K Sell
23,888
-50,581
-68% -$112K 0.01% 188
2022
Q1 		$30.9M Buy
74,469
+51,996
+231% +$138K 0.43% 31
2021
Q4 		$57K Buy
22,473
+11,826
+111% +$30.2K 0.02% 176
2021
Q3 		$26K Sell
10,647
-8,613
-45% -$21.1K 0.01% 160
2021
Q2 		$49K Buy
+19,260
New +$49.5K 0.02% 156

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aaron Wealth Advisors's LYG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Lloyds Banking Group (LYG) stake by 3.4% in Q2 2026, buying an estimated $35.5K and bringing the position to 196,676 shares worth $1.15M. The position accounts for 0.06% of the portfolio, ranked #214.

Aaron Wealth Advisors first reported a position in LYG in Q2 2021 and has held it in 16 quarters since. The position peaked at $30.9M in Q1 2022. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Aaron Wealth Advisors held 196,676 shares of Lloyds Banking Group worth $1.15M as of Q2 2026.
  • Aaron Wealth Advisors bought 6,538 Lloyds Banking Group shares in Q2 2026, an estimated $35.5K.
  • Lloyds Banking Group made up 0.06% of Aaron Wealth Advisors's portfolio in Q2 2026, its #214 holding.
  • Aaron Wealth Advisors first reported a position in Lloyds Banking Group in Q2 2021 and has held it in 16 quarters since.
  • Aaron Wealth Advisors's Lloyds Banking Group position peaked at $30.9M in Q1 2022.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.