Aletheian Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Aletheian Wealth 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 Q2	$70.6K	Buy	+12,114	New	+$65.7K	0.03%	109
2025 Q3	$55.9K	Sell	12,307 -733	-6%	-$3.2K	0.03%	101
2025 Q2	$55.4K	Sell	13,040 -256	-2%	-$1.02K	0.03%	100
2025 Q1	$50.8K	Hold	13,296	–	–	0.03%	95
2024 Q4	$36.2K	Buy	13,296 +2,322	+21%	+$6.63K	0.02%	77
2024 Q3	$34.2K	Buy	+10,974	New	+$32.9K	0.02%	81

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

Aletheian Wealth Advisors's LYG Position: Q2 2026 in Review

Aletheian Wealth Advisors opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 12,114 shares worth $70.6K. The stake represents 0.03% of the portfolio and ranks #109 among its holdings. This is a return to the name: Aletheian Wealth Advisors previously reported a position in LYG as recently as Q3 2025.

Aletheian Wealth Advisors first reported a position in LYG in Q3 2024 and has held it in 6 quarters since. 611 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Aletheian Wealth Advisors held 12,114 shares of Lloyds Banking Group worth $70.6K as of Q2 2026.
Lloyds Banking Group was a new Aletheian Wealth Advisors position in Q2 2026.
Lloyds Banking Group made up 0.03% of Aletheian Wealth Advisors's portfolio in Q2 2026, its #109 holding.
Aletheian Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 6 quarters since.
611 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.