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

Aprio 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 		$631K Buy
108,247
+5,175
+5% +$28.1K 0.03% 330
2026
Q1 		$518K Buy
103,072
+539
+0.5% +$2.96K 0.03% 341
2025
Q4 		$543K Buy
102,533
+876
+0.9% +$4.24K 0.03% 298
2025
Q3 		$462K Buy
101,657
+4,184
+4% +$18.3K 0.05% 235
2025
Q2 		$414K Sell
97,473
-12,114
-11% -$48.2K 0.05% 225
2025
Q1 		$419K Buy
109,587
+36,560
+50% +$121K 0.05% 199
2024
Q4 		$199K Sell
73,027
-4,384
-6% -$12.5K 0.03% 302
2024
Q3 		$242K Buy
77,411
+13,277
+21% +$39.8K 0.04% 233
2024
Q2 		$175K Buy
64,134
+16,521
+35% +$44.3K 0.03% 244
2024
Q1 		$123K Buy
47,613
+19,857
+72% +$45.6K 0.02% 235
2023
Q4 		$66.3K Buy
+27,756
New +$59.4K 0.01% 201

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

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

Aprio Wealth Management increased its Lloyds Banking Group (LYG) stake by 5% in Q2 2026, buying an estimated $28.1K and bringing the position to 108,247 shares worth $631K. The position accounts for 0.03% of the portfolio, ranked #330.

Aprio Wealth Management first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Aprio Wealth Management held 108,247 shares of Lloyds Banking Group worth $631K as of Q2 2026.
  • Aprio Wealth Management bought 5,175 Lloyds Banking Group shares in Q2 2026, an estimated $28.1K.
  • Lloyds Banking Group made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Aprio Wealth Management first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.