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Alliance Wealth Advisors (Pennsylvania)’s Lloyds Banking Group LYG Stock Holding History

Alliance Wealth Advisors (Pennsylvania)’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 		$366K Sell
62,830
-1,155
-2% -$6.26K 0.12% 119
2026
Q1 		$322K Buy
63,985
+3,922
+7% +$21.5K 0.14% 119
2025
Q4 		$318K Sell
60,063
-508
-0.8% -$2.46K 0.14% 119
2025
Q3 		$275K Sell
60,571
-2,623
-4% -$11.5K 0.12% 129
2025
Q2 		$269K Sell
63,194
-3,223
-5% -$12.8K 0.14% 124
2025
Q1 		$254K Buy
66,417
+3,890
+6% +$12.9K 0.14% 122
2024
Q4 		$170K Sell
62,527
-933
-1% -$2.67K 0.1% 145
2024
Q3 		$198K Sell
63,460
-401
-0.6% -$1.2K 0.11% 136
2024
Q2 		$174K Sell
63,861
-7,836
-11% -$21K 0.11% 132
2024
Q1 		$186K Buy
71,697
+73
+0.1% +$168 0.12% 131
2023
Q4 		$171K Sell
71,624
-4,813
-6% -$10.3K 0.11% 123
2023
Q3 		$163K Hold
76,437
– – 0.12% 123
2023
Q2 		$168K Hold
76,437
– – 0.12% 122
2023
Q1 		$177K Sell
76,437
-2,374
-3% -$5.75K 0.13% 118
2022
Q4 		$173K Sell
78,811
-3,318
-4% -$6.83K 0.14% 111
2022
Q3 		$147K Sell
82,129
-4,370
-5% -$9.07K 0.14% 105
2022
Q2 		$176K Hold
86,499
– – 0.15% 107
2022
Q1 		$208K Buy
86,499
+44,823
+108% +$119K 0.17% 111
2021
Q4 		$106K Hold
41,676
– – 0.09% 113
2021
Q3 		$102K Buy
41,676
+370
+0.9% +$906 0.09% 116
2021
Q2 		$105K Sell
41,306
-529
-1% -$1.36K 0.09% 112
2021
Q1 		$97K Buy
41,835
+1,074
+3% +$2.23K 0.1% 106
2020
Q4 		$80K Buy
+40,761
New +$68.7K 0.08% 105

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

Alliance Wealth Advisors (Pennsylvania)'s LYG Position: Q2 2026 in Review

Alliance Wealth Advisors (Pennsylvania) reduced its Lloyds Banking Group (LYG) stake by 1.8% in Q2 2026, selling an estimated $6.26K and leaving 62,830 shares worth $366K. The position accounts for 0.12% of the portfolio, ranked #119.

Alliance Wealth Advisors (Pennsylvania) first reported a position in LYG in Q4 2020 and has held it in 23 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Alliance Wealth Advisors (Pennsylvania) held 62,830 shares of Lloyds Banking Group worth $366K as of Q2 2026.
  • Alliance Wealth Advisors (Pennsylvania) sold 1,155 Lloyds Banking Group shares in Q2 2026, an estimated $6.26K.
  • Lloyds Banking Group made up 0.12% of Alliance Wealth Advisors (Pennsylvania)'s portfolio in Q2 2026, its #119 holding.
  • Alliance Wealth Advisors (Pennsylvania) first reported a position in Lloyds Banking Group in Q4 2020 and has held it in 23 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Alliance Wealth Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 9 Jul 2026.