Addison Advisors
LYG icon

Addison Advisors’s Lloyds Banking Group LYG Stock Holding History

Addison 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
Q3 		$28.5K Buy
5,059
+238
+5% +$1.43K 0.01% 327
2026
Q2 		$28.1K Sell
4,821
-30,609
-86% -$166K 0.01% 303
2026
Q1 		$178K Sell
35,430
-193
-0.5% -$1.06K 0.04% 237
2025
Q4 		$189K Buy
35,623
+118
+0.3% +$571 0.04% 226
2025
Q3 		$161K Buy
35,505
+170
+0.5% +$743 0.04% 248
2025
Q2 		$150K Buy
35,335
+127
+0.4% +$505 0.04% 253
2025
Q1 		$134K Buy
35,208
+767
+2% +$2.54K 0.04% 259
2024
Q4 		$93.7K Sell
34,441
-2,094
-6% -$5.98K 0.03% 309
2024
Q3 		$114K Buy
36,535
+1,544
+4% +$4.63K 0.03% 292
2024
Q2 		$95.5K Buy
34,991
+3,160
+10% +$8.48K 0.03% 293
2024
Q1 		$82.4K Buy
31,831
+98
+0.3% +$225 0.03% 309
2023
Q4 		$75.8K Buy
31,733
+4,244
+15% +$9.09K 0.03% 302
2023
Q3 		$58.6K Sell
27,489
-342
-1% -$742 0.03% 305
2023
Q2 		$61.2K Buy
27,831
+341
+1% +$782 0.03% 298
2023
Q1 		$63.8K Buy
27,490
+1,941
+8% +$4.7K 0.04% 276
2022
Q4 		$56.2K Buy
25,549
+6,309
+33% +$13K 0.03% 277
2022
Q3 		$34K Buy
19,240
+10,863
+130% +$22.6K 0.02% 295
2022
Q2 		$17K Sell
8,377
-6,109
-42% -$13.5K 0.01% 375
2022
Q1 		$35K Buy
+14,486
New +$38.5K 0.02% 330

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Addison Advisors's LYG Position: Q3 2026 in Review

Addison Advisors increased its Lloyds Banking Group (LYG) stake by 4.9% in Q3 2026, buying an estimated $1.43K and bringing the position to 5,059 shares worth $28.5K. The position accounts for 0.01% of the portfolio, ranked #327.

Addison Advisors first reported a position in LYG in Q1 2022 and has held it in 19 quarters since. The position peaked at $189K in Q4 2025. 386 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Addison Advisors held 5,059 shares of Lloyds Banking Group worth $28.5K as of Q3 2026.
  • Addison Advisors bought 238 Lloyds Banking Group shares in Q3 2026, an estimated $1.43K.
  • Lloyds Banking Group made up 0.01% of Addison Advisors's portfolio in Q3 2026, its #327 holding.
  • Addison Advisors first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 19 quarters since.
  • Addison Advisors's Lloyds Banking Group position peaked at $189K in Q4 2025.
  • 386 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Addison Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.