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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
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 $2.3T 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

Addison Advisors's LYG Position: Q2 2026 in Review

Addison Advisors reduced its Lloyds Banking Group (LYG) stake by 86% in Q2 2026, selling an estimated $166K and leaving 4,821 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #303.

Addison Advisors first reported a position in LYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $189K in Q4 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Addison Advisors held 4,821 shares of Lloyds Banking Group worth $28.1K as of Q2 2026.
  • Addison Advisors sold 30,609 Lloyds Banking Group shares in Q2 2026, an estimated $166K.
  • Lloyds Banking Group made up 0.01% of Addison Advisors's portfolio in Q2 2026, its #303 holding.
  • Addison Advisors first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 18 quarters since.
  • Addison Advisors's Lloyds Banking Group position peaked at $189K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.