Abound Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Abound Wealth Management’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	$3.56K	Hold	610	–	–	﹤0.01%	658
2026 Q1	$3.07K	Sell	610 -268	-31%	-$1.47K	﹤0.01%	823
2025 Q4	$4.65K	Buy	878 +738	+527%	+$3.57K	﹤0.01%	691
2025 Q3	$636	Hold	140	–	–	﹤0.01%	909
2025 Q2	$595	Sell	140 -16	-10%	-$64	﹤0.01%	845
2025 Q1	$596	Sell	156 -45	-22%	-$149	﹤0.01%	803
2024 Q4	$547	Hold	201	–	–	﹤0.01%	789
2024 Q3	$628	Hold	201	–	–	﹤0.01%	826
2024 Q2	$549	Hold	201	–	–	﹤0.01%	802
2024 Q1	$521	Sell	201 -67	-25%	-$154	﹤0.01%	884
2023 Q4	$641	Buy	268 +17	+7%	+$36	﹤0.01%	863
2023 Q3	$535	Hold	251	–	–	﹤0.01%	793
2023 Q2	$553	Buy	+251	New	+$576	﹤0.01%	814

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

Abound Wealth Management's LYG Position: Q2 2026 in Review

Abound Wealth Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 610 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #658.

Abound Wealth Management first reported a position in LYG in Q2 2023 and has held it in 13 quarters since. The position peaked at $4.65K in Q4 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Abound Wealth Management held 610 shares of Lloyds Banking Group worth $3.56K as of Q2 2026.
Abound Wealth Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #658 holding.
Abound Wealth Management first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Lloyds Banking Group position peaked at $4.65K in Q4 2025.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.