AMG National Trust Bank’s Lloyds Banking Group LYG Stock Holding History

AMG National Trust Bank’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 Q1	–	Sell	-38,263	Closed	-$203K	–	490
2025 Q4	$203K	Sell	38,263 -417,676	-92%	-$2.02M	﹤0.01%	443
2025 Q3	$2.07M	Sell	455,939 -11,481	-2%	-$50.2K	0.05%	208
2025 Q2	$1.99M	Sell	467,420 -125,090	-21%	-$497K	0.05%	207
2025 Q1	$2.26M	Sell	592,510 -409,972	-41%	-$1.36M	0.06%	178
2024 Q4	$2.73M	Buy	1,002,482 +54	+0%	+$154	0.07%	155
2024 Q3	$3.13M	Buy	1,002,428 +1,353	+0.1%	+$4.06K	0.08%	148
2024 Q2	$2.73M	Buy	1,001,075 +3,976	+0.4%	+$10.7K	0.07%	171
2024 Q1	$2.58M	Buy	+997,099	New	+$2.29M	0.08%	167
2019 Q2	–	Sell	-781,151	Closed	-$2.51M	–	265
2019 Q1	$2.51M	Buy	781,151 +4,415	+0.6%	+$13.5K	0.15%	77
2018 Q4	$1.99M	Buy	+776,736	New	+$2.21M	0.14%	89

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AMG National Trust Bank's LYG Position: Q1 2026 in Review

AMG National Trust Bank sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 38,263 shares — an estimated $203K sold.

AMG National Trust Bank first reported a position in LYG in Q4 2018 and held it in 10 quarters. The position peaked at $3.13M in Q3 2024. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

AMG National Trust Bank reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
AMG National Trust Bank sold 38,263 Lloyds Banking Group shares in Q1 2026, an estimated $203K.
AMG National Trust Bank first reported a position in Lloyds Banking Group in Q4 2018 and held it in 10 quarters.
AMG National Trust Bank's Lloyds Banking Group position peaked at $3.13M in Q3 2024.
572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.