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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
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

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

Abel Hall LLC's LYG Position: Q2 2026 in Review

Abel Hall LLC reduced its Lloyds Banking Group (LYG) stake by 1.6% in Q2 2026, selling an estimated $7.8K and leaving 89,084 shares worth $519K. The position accounts for 0.09% of the portfolio, ranked #228.

Abel Hall LLC first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Abel Hall LLC held 89,084 shares of Lloyds Banking Group worth $519K as of Q2 2026.
  • Abel Hall LLC sold 1,439 Lloyds Banking Group shares in Q2 2026, an estimated $7.8K.
  • Lloyds Banking Group made up 0.09% of Abel Hall LLC's portfolio in Q2 2026, its #228 holding.
  • Abel Hall LLC first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Abel Hall LLC's 13F filing for Q2 2026, filed 24 Jul 2026.