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Advisors Management Group’s Lloyds Banking Group LYG Stock Holding History

Advisors Management Group’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 		$149K Hold
25,691
– – 0.02% 158
2026
Q1 		$129K Buy
25,691
+5,543
+28% +$30.4K 0.02% 157
2025
Q4 		$107K Hold
20,148
– – 0.02% 156
2025
Q3 		$91K Hold
20,148
– – 0.02% 151
2025
Q2 		$86K Sell
20,148
-793,424
-98% -$3.15M 0.02% 146
2025
Q1 		$3.11M Sell
813,572
-219,168
-21% -$725K 0.68% 47
2024
Q4 		$2.81M Sell
1,032,740
-24,034
-2% -$68.6K 0.66% 49
2024
Q3 		$3.3M Sell
1,056,774
-4,360
-0.4% -$13.1K 0.78% 43
2024
Q2 		$2.9M Sell
1,061,134
-6,274
-0.6% -$16.8K 0.72% 44
2024
Q1 		$2.77M Sell
1,067,408
-8,697
-0.8% -$20K 0.69% 47
2023
Q4 		$2.57M Sell
1,076,105
-19,742
-2% -$42.3K 0.7% 46
2023
Q3 		$2.33M Sell
1,095,847
-2,672
-0.2% -$5.79K 0.7% 50
2023
Q2 		$2.42M Sell
1,098,519
-13,496
-1% -$30.9K 0.72% 47
2023
Q1 		$2.58M Sell
1,112,015
-12,617
-1% -$30.5K 0.82% 42
2022
Q4 		$2.47M Sell
1,124,632
-6,815
-0.6% -$14K 0.93% 41
2022
Q3 		$2.02M Sell
1,131,447
-7,696
-0.7% -$16K 0.81% 44
2022
Q2 		$2.32M Sell
1,139,143
-1,333
-0.1% -$2.94K 0.81% 44
2022
Q1 		$2.75M Sell
1,140,476
-8,820
-0.8% -$23.5K 0.93% 40
2021
Q4 		$2.93M Sell
1,149,296
-4,088
-0.4% -$10.4K 0.88% 40
2021
Q3 		$2.83M Buy
1,153,384
+7,798
+0.7% +$19.1K 0.88% 39
2021
Q2 		$2.92M Sell
1,145,586
-12,407
-1% -$31.9K 0.87% 40
2021
Q1 		$2.69M Sell
1,157,993
-9,893
-0.8% -$20.5K 0.84% 41
2020
Q4 		$2.29M Sell
1,167,886
-7,430
-0.6% -$12.5K 0.93% 40
2020
Q3 		$1.53M Buy
1,175,316
+4,477
+0.4% +$6.28K 0.64% 50
2020
Q2 		$1.76M Sell
1,170,839
-16,290
-1% -$24.4K 0.78% 43
2020
Q1 		$1.79M Sell
1,187,129
-7,196
-0.6% -$18.5K 0.86% 40
2019
Q4 		$3.95M Sell
1,194,325
-10,330
-0.9% -$31.2K 1.57% 23
2019
Q3 		$3.18M Buy
1,204,655
+14,370
+1% +$37.3K 1.31% 31
2019
Q2 		$3.38M Buy
+1,190,285
New +$3.68M 1.47% 28

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

Advisors Management Group's LYG Position: Q2 2026 in Review

Advisors Management Group held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 25,691 shares worth $149K. The position accounts for 0.02% of the portfolio, ranked #158.

Advisors Management Group first reported a position in LYG in Q2 2019 and has held it in 29 quarters since. The position peaked at $3.95M in Q4 2019. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Advisors Management Group held 25,691 shares of Lloyds Banking Group worth $149K as of Q2 2026.
  • Advisors Management Group left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.02% of Advisors Management Group's portfolio in Q2 2026, its #158 holding.
  • Advisors Management Group first reported a position in Lloyds Banking Group in Q2 2019 and has held it in 29 quarters since.
  • Advisors Management Group's Lloyds Banking Group position peaked at $3.95M in Q4 2019.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.