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Ancora Advisors’s Lloyds Banking Group LYG Stock Holding History

Ancora Advisors’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 		$4.46K Hold
765
– – ﹤0.01% 1648
2026
Q1 		$3.85K Sell
765
-623
-45% -$3.42K ﹤0.01% 2028
2025
Q4 		$7.36K Buy
1,388
+623
+81% +$3.02K ﹤0.01% 1871
2025
Q3 		$3.47K Hold
765
– – ﹤0.01% 1572
2025
Q2 		$3.25K Buy
+765
New +$3.04K ﹤0.01% 1559

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

Ancora Advisors's LYG Position: Q2 2026 in Review

Ancora Advisors held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 765 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Ancora Advisors first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.36K in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Ancora Advisors held 765 shares of Lloyds Banking Group worth $4.46K as of Q2 2026.
  • Ancora Advisors left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #1648 holding.
  • Ancora Advisors first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • Ancora Advisors's Lloyds Banking Group position peaked at $7.36K in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.