AlphaCore Capital’s Lloyds Banking Group LYG Stock Holding History

AlphaCore Capital’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	$107K	Buy	+18,405	New	+$99.8K	﹤0.01%	1201
2026 Q1	–	Sell	-68,955	Closed	-$365K	–	1391
2025 Q4	$365K	Sell	68,955 -16,951	-20%	-$82.1K	0.01%	719
2025 Q3	$390K	Buy	85,906 +63,711	+287%	+$279K	0.01%	516
2025 Q2	$94.3K	Buy	+22,195	New	+$88.2K	﹤0.01%	717

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

AlphaCore Capital's LYG Position: Q2 2026 in Review

AlphaCore Capital opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 18,405 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #1201 among its holdings. This is a return to the name: AlphaCore Capital previously reported a position in LYG as recently as Q4 2025.

AlphaCore Capital first reported a position in LYG in Q2 2025 and has held it in 4 quarters since. The position peaked at $390K in Q3 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

AlphaCore Capital held 18,405 shares of Lloyds Banking Group worth $107K as of Q2 2026.
Lloyds Banking Group was a new AlphaCore Capital position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1201 holding.
AlphaCore Capital first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 4 quarters since.
AlphaCore Capital's Lloyds Banking Group position peaked at $390K in Q3 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.