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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Angeles Wealth Management's LYG Position: Q1 2026 in Review

Angeles Wealth Management increased its Lloyds Banking Group (LYG) stake by 93% in Q1 2026, buying an estimated $105K and bringing the position to 39,787 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #413.

Angeles Wealth Management first reported a position in LYG in Q2 2025 and has held it in 4 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Angeles Wealth Management held 39,787 shares of Lloyds Banking Group worth $200K as of Q1 2026.
  • Angeles Wealth Management bought 19,190 Lloyds Banking Group shares in Q1 2026, an estimated $105K.
  • Lloyds Banking Group made up 0.01% of Angeles Wealth Management's portfolio in Q1 2026, its #413 holding.
  • Angeles Wealth Management first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 4 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.