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Angeles Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Angeles Wealth Management’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 		$244K Buy
41,818
+2,031
+5% +$11K 0.01% 434
2026
Q1 		$200K Buy
39,787
+19,190
+93% +$105K 0.01% 413
2025
Q4 		$109K Buy
20,597
+2,608
+14% +$12.6K 0.01% 391
2025
Q3 		$81.7K Sell
17,989
-90
-0.5% -$393 0.01% 365
2025
Q2 		$76.8K Buy
+18,079
New +$71.9K 0.01% 368

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

Angeles Wealth Management's LYG Position: Q2 2026 in Review

Angeles Wealth Management increased its Lloyds Banking Group (LYG) stake by 5.1% in Q2 2026, buying an estimated $11K and bringing the position to 41,818 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #434.

Angeles Wealth Management first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Angeles Wealth Management held 41,818 shares of Lloyds Banking Group worth $244K as of Q2 2026.
  • Angeles Wealth Management bought 2,031 Lloyds Banking Group shares in Q2 2026, an estimated $11K.
  • Lloyds Banking Group made up 0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #434 holding.
  • Angeles Wealth Management first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.