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Aptus Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Aptus Capital 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 		$116K Buy
19,959
+2,184
+12% +$11.8K ﹤0.01% 1227
2026
Q1 		$89.4K Sell
17,775
-1,094
-6% -$6K ﹤0.01% 1177
2025
Q4 		$100K Buy
18,869
+2,009
+12% +$9.73K ﹤0.01% 1179
2025
Q3 		$76.5K Buy
16,860
+273
+2% +$1.19K ﹤0.01% 1160
2025
Q2 		$70.5K Buy
16,587
+1,582
+11% +$6.29K ﹤0.01% 1130
2025
Q1 		$57.3K Sell
15,005
-3,215
-18% -$10.6K ﹤0.01% 1089
2024
Q4 		$49.6K Sell
18,220
-764
-4% -$2.18K ﹤0.01% 1108
2024
Q3 		$59.2K Buy
18,984
+5,294
+39% +$15.9K ﹤0.01% 911
2024
Q2 		$37.4K Buy
+13,690
New +$36.7K ﹤0.01% 924

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

Aptus Capital Advisors's LYG Position: Q2 2026 in Review

Aptus Capital Advisors increased its Lloyds Banking Group (LYG) stake by 12% in Q2 2026, buying an estimated $11.8K and bringing the position to 19,959 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1227.

Aptus Capital Advisors first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Aptus Capital Advisors held 19,959 shares of Lloyds Banking Group worth $116K as of Q2 2026.
  • Aptus Capital Advisors bought 2,184 Lloyds Banking Group shares in Q2 2026, an estimated $11.8K.
  • Lloyds Banking Group made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1227 holding.
  • Aptus Capital Advisors first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.