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American Capital Advisory’s Lloyds Banking Group LYG Stock Holding History

American Capital Advisory’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 		$4.04K Buy
692
+480
+226% +$2.6K ﹤0.01% 475
2026
Q1 		$1.07K Hold
212
– – ﹤0.01% 674
2025
Q4 		$1.12K Hold
212
– – ﹤0.01% 568
2025
Q3 		$963 Buy
+212
New +$927 ﹤0.01% 549

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

American Capital Advisory's LYG Position: Q2 2026 in Review

American Capital Advisory increased its Lloyds Banking Group (LYG) stake by 226% in Q2 2026, buying an estimated $2.6K and bringing the position to 692 shares worth $4.04K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

American Capital Advisory first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • American Capital Advisory held 692 shares of Lloyds Banking Group worth $4.04K as of Q2 2026.
  • American Capital Advisory bought 480 Lloyds Banking Group shares in Q2 2026, an estimated $2.6K.
  • Lloyds Banking Group made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #475 holding.
  • American Capital Advisory first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.