Aegis Wealth Management (Maryland)’s Lloyds Banking Group LYG Stock Holding History

Aegis Wealth Management (Maryland)’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	$411K	Buy	70,528 +3,996	+6%	+$21.7K	0.19%	97
2026 Q1	$335K	Sell	66,532 -1,509	-2%	-$8.28K	0.19%	85
2025 Q4	$361K	Sell	68,041 -23,771	-26%	-$115K	0.2%	80
2025 Q3	$417K	Sell	91,812 -7,163	-7%	-$31.3K	0.22%	69
2025 Q2	$378K	Hold	98,975	–	–	0.23%	69
2025 Q1	$378K	Hold	98,975	–	–	0.22%	72
2024 Q4	$269K	Buy	+98,975	New	+$283K	0.18%	93

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

Aegis Wealth Management (Maryland)'s LYG Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) increased its Lloyds Banking Group (LYG) stake by 6% in Q2 2026, buying an estimated $21.7K and bringing the position to 70,528 shares worth $411K. The position accounts for 0.19% of the portfolio, ranked #97.

Aegis Wealth Management (Maryland) first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $417K in Q3 2025. 607 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Aegis Wealth Management (Maryland) held 70,528 shares of Lloyds Banking Group worth $411K as of Q2 2026.
Aegis Wealth Management (Maryland) bought 3,996 Lloyds Banking Group shares in Q2 2026, an estimated $21.7K.
Lloyds Banking Group made up 0.19% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #97 holding.
Aegis Wealth Management (Maryland) first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Lloyds Banking Group position peaked at $417K in Q3 2025.
607 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.