AE Wealth Management’s Lloyds Banking Group LYG Stock Holding History

AE Wealth Management’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	$85.4K	Buy	+14,641	New	+$79.4K	﹤0.01%	1957
2021 Q1	–	Sell	-20,914	Closed	-$41K	–	1536
2020 Q4	$41K	Buy	20,914 +64	+0.3%	+$108	﹤0.01%	1335
2020 Q3	$27K	Buy	20,850 +317	+2%	+$444	﹤0.01%	1253
2020 Q2	$31K	Buy	20,533 +4,391	+27%	+$6.58K	﹤0.01%	1234
2020 Q1	$24K	Sell	16,142 -26	-0.2%	-$67	﹤0.01%	1087
2019 Q4	$54K	Buy	16,168 +5,242	+48%	+$15.9K	﹤0.01%	1098
2019 Q3	$29K	Buy	+10,926	New	+$28.3K	﹤0.01%	975
2018 Q4	–	Sell	-29,863	Closed	-$91K	–	553
2018 Q3	$91K	Buy	29,863 +2,545	+9%	+$8.16K	0.01%	578
2018 Q2	$91K	Buy	+27,318	New	+$97.1K	0.01%	438

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

AE Wealth Management's LYG Position: Q2 2026 in Review

AE Wealth Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 14,641 shares worth $85.4K. The stake represents ﹤0.01% of the portfolio and ranks #1957 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in LYG as recently as Q4 2020.

AE Wealth Management first reported a position in LYG in Q2 2018 and has held it in 9 quarters since. The position peaked at $91K in Q3 2018. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

AE Wealth Management held 14,641 shares of Lloyds Banking Group worth $85.4K as of Q2 2026.
Lloyds Banking Group was a new AE Wealth Management position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1957 holding.
AE Wealth Management first reported a position in Lloyds Banking Group in Q2 2018 and has held it in 9 quarters since.
AE Wealth Management's Lloyds Banking Group position peaked at $91K in Q3 2018.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.