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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Addison Advisors's LYG Position: Q1 2026 in Review

Addison Advisors reduced its Lloyds Banking Group (LYG) stake by 0.54% in Q1 2026, selling an estimated $1.06K and leaving 35,430 shares worth $178K. The position accounts for 0.04% of the portfolio, ranked #237.

Addison Advisors first reported a position in LYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $189K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Addison Advisors held 35,430 shares of Lloyds Banking Group worth $178K as of Q1 2026.
  • Addison Advisors sold 193 Lloyds Banking Group shares in Q1 2026, an estimated $1.06K.
  • Lloyds Banking Group made up 0.04% of Addison Advisors's portfolio in Q1 2026, its #237 holding.
  • Addison Advisors first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 17 quarters since.
  • Addison Advisors's Lloyds Banking Group position peaked at $189K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Addison Advisors's 13F filing for Q1 2026, filed 8 May 2026.