Abel Hall LLC
LYG icon

Abel Hall LLC’s Lloyds Banking Group LYG Stock Holding History

Abel Hall 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 		$504K Buy
89,443
+359
+0.4% +$2.15K 0.09% 219
2026
Q2 		$519K Sell
89,084
-1,439
-2% -$7.8K 0.09% 228
2026
Q1 		$455K Buy
90,523
+7,149
+9% +$39.2K 0.1% 223
2025
Q4 		$442K Buy
83,374
+48,279
+138% +$234K 0.1% 205
2025
Q3 		$159K Sell
35,095
-248
-0.7% -$1.08K 0.06% 277
2025
Q2 		$150K Buy
35,343
+3,889
+12% +$15.5K 0.07% 241
2025
Q1 		$120K Buy
31,454
+9,205
+41% +$30.4K 0.07% 170
2024
Q4 		$60.5K Sell
22,249
-1,902
-8% -$5.43K 0.04% 148
2024
Q3 		$75.4K Buy
24,151
+2,610
+12% +$7.83K 0.05% 147
2024
Q2 		$58.8K Buy
21,541
+1,691
+9% +$4.54K 0.04% 135
2024
Q1 		$51.4K Buy
19,850
+2,226
+13% +$5.11K 0.04% 136
2023
Q4 		$42.1K Buy
+17,624
New +$37.7K 0.04% 118

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return

Abel Hall LLC's LYG Position: Q3 2026 in Review

Abel Hall LLC increased its Lloyds Banking Group (LYG) stake by 0.4% in Q3 2026, buying an estimated $2.15K and bringing the position to 89,443 shares worth $504K. The position accounts for 0.09% of the portfolio, ranked #219.

Abel Hall LLC first reported a position in LYG in Q4 2023 and has held it in 12 quarters since. The position peaked at $519K in Q2 2026. 306 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Abel Hall LLC held 89,443 shares of Lloyds Banking Group worth $504K as of Q3 2026.
  • Abel Hall LLC bought 359 Lloyds Banking Group shares in Q3 2026, an estimated $2.15K.
  • Lloyds Banking Group made up 0.09% of Abel Hall LLC's portfolio in Q3 2026, its #219 holding.
  • Abel Hall LLC first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 12 quarters since.
  • Abel Hall LLC's Lloyds Banking Group position peaked at $519K in Q2 2026.
  • 306 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Abel Hall LLC's 13F filing for Q3 2026, filed 19 Oct 2026.