Advisornet Financial’s Lloyds Banking Group LYG Stock Holding History

Advisornet Financial’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	$7.97K	Hold	1,368	–	–	﹤0.01%	1656
2026 Q1	$6.88K	Hold	1,368	–	–	﹤0.01%	1652
2025 Q4	$7.25K	Buy	+1,368	New	+$6.62K	﹤0.01%	1645
2023 Q3	–	Sell	-5,307	Closed	-$11.7K	–	2369
2023 Q2	$11.7K	Buy	+5,307	New	+$12.2K	﹤0.01%	1275
2022 Q2	–	Sell	-3,983	Closed	-$10K	–	2033
2022 Q1	$10K	Hold	3,983	–	–	﹤0.01%	1448
2021 Q4	$10K	Buy	3,983 +880	+28%	+$2.24K	﹤0.01%	1489
2021 Q3	$8K	Hold	3,103	–	–	﹤0.01%	1511
2021 Q2	$8K	Hold	3,103	–	–	﹤0.01%	1470
2021 Q1	$7K	Hold	3,103	–	–	﹤0.01%	1446
2020 Q4	$6K	Hold	3,103	–	–	﹤0.01%	1412
2020 Q3	$4K	Hold	3,103	–	–	﹤0.01%	1460
2020 Q2	$5K	Sell	3,103 -6,726	-68%	-$10.1K	﹤0.01%	1450
2020 Q1	$15K	Sell	9,829 -263	-3%	-$678	﹤0.01%	1152
2019 Q4	$33K	Buy	10,092 +3,229	+47%	+$9.77K	﹤0.01%	1023
2019 Q3	$18K	Buy	6,863 +1,572	+30%	+$4.08K	﹤0.01%	1215
2019 Q2	$15K	Hold	5,291	–	–	﹤0.01%	1132
2019 Q1	$17K	Buy	5,291 +460	+10%	+$1.41K	﹤0.01%	1037
2018 Q4	$12K	Buy	4,831 +1,728	+56%	+$4.91K	﹤0.01%	1043
2018 Q3	$9K	Sell	3,103 -303	-9%	-$971	﹤0.01%	1155
2018 Q2	$11K	Buy	3,406 +2,818	+479%	+$10K	﹤0.01%	1120
2018 Q1	$2K	Hold	588	–	–	﹤0.01%	1311
2017 Q4	$2K	Buy	+588	New	+$2.12K	﹤0.01%	1179

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

Advisornet Financial's LYG Position: Q2 2026 in Review

Advisornet Financial held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 1,368 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Advisornet Financial first reported a position in LYG in Q4 2017 and has held it in 22 quarters since. The position peaked at $33K in Q4 2019. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Advisornet Financial held 1,368 shares of Lloyds Banking Group worth $7.97K as of Q2 2026.
Advisornet Financial left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1656 holding.
Advisornet Financial first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 22 quarters since.
Advisornet Financial's Lloyds Banking Group position peaked at $33K in Q4 2019.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.