AF
LYG icon

Allworth Financial’s Lloyds Banking Group LYG Stock Holding History

Allworth Financial’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 		$328K Sell
56,341
-938
-2% -$5.09K ﹤0.01% 1213
2026
Q1 		$288K Buy
57,279
+2,832
+5% +$15.5K ﹤0.01% 1198
2025
Q4 		$289K Buy
54,447
+3,568
+7% +$17.3K ﹤0.01% 1164
2025
Q3 		$231K Sell
50,879
-8,230
-14% -$36K ﹤0.01% 1234
2025
Q2 		$251K Sell
59,109
-4,182
-7% -$16.6K ﹤0.01% 1089
2025
Q1 		$247K Buy
63,291
+179
+0.3% +$592 ﹤0.01% 884
2024
Q4 		$190K Buy
63,112
+41,879
+197% +$120K ﹤0.01% 965
2024
Q3 		$66.2K Sell
21,233
-889
-4% -$2.67K ﹤0.01% 1278
2024
Q2 		$67K Buy
22,122
+688
+3% +$1.84K ﹤0.01% 1232
2024
Q1 		$55.5K Buy
21,434
+402
+2% +$923 ﹤0.01% 1264
2023
Q4 		$50.3K Buy
21,032
+5,609
+36% +$12K ﹤0.01% 1201
2023
Q3 		$32.9K Buy
15,423
+15,132
+5,200% +$32.8K ﹤0.01% 1273
2023
Q2 		$641 Buy
+291
New +$667 ﹤0.01% 2842
2022
Q4 		– Sell
-828
Closed -$1K – 3121
2022
Q3 		$1K Sell
828
-97
-10% -$201 ﹤0.01% 2430
2022
Q2 		$2K Buy
+925
New +$2.04K ﹤0.01% 2010
2018
Q4 		– Sell
-6,121
Closed -$19K – 905
2018
Q3 		$19K Hold
6,121
– – ﹤0.01% 443
2018
Q2 		$20K Buy
6,121
+1,121
+22% +$3.98K ﹤0.01% 410
2018
Q1 		$19K Hold
5,000
– – ﹤0.01% 382
2017
Q4 		$19K Buy
+5,000
New +$18K ﹤0.01% 386

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

Allworth Financial's LYG Position: Q2 2026 in Review

Allworth Financial reduced its Lloyds Banking Group (LYG) stake by 1.6% in Q2 2026, selling an estimated $5.09K and leaving 56,341 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Allworth Financial first reported a position in LYG in Q4 2017 and has held it in 19 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Allworth Financial held 56,341 shares of Lloyds Banking Group worth $328K as of Q2 2026.
  • Allworth Financial sold 938 Lloyds Banking Group shares in Q2 2026, an estimated $5.09K.
  • Lloyds Banking Group made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1213 holding.
  • Allworth Financial first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 19 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.