Arax Advisory Partners’s Lloyds Banking Group LYG Stock Holding History

Arax Advisory Partners’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	$1.48M	Buy	253,609 +182,204	+255%	+$988K	0.01%	988
2026 Q1	$359K	Sell	71,405 -20,358	-22%	-$112K	0.01%	777
2025 Q4	$486K	Sell	91,763 -307,946	-77%	-$1.49M	0.01%	597
2025 Q3	$1.81M	Buy	399,709 +362,016	+960%	+$1.58M	0.03%	493
2025 Q2	$176K	Buy	37,693 +1,625	+5%	+$6.46K	0.01%	696
2025 Q1	$138K	Buy	36,068 +23,020	+176%	+$76.1K	0.01%	622
2024 Q4	$35.5K	Sell	13,048 -965	-7%	-$2.76K	﹤0.01%	1000
2024 Q3	$43.7K	Buy	14,013 +854	+6%	+$2.56K	﹤0.01%	774
2024 Q2	$35.9K	Buy	13,159 +591	+5%	+$1.58K	﹤0.01%	769
2024 Q1	$32.6K	Buy	12,568 +311	+3%	+$714	﹤0.01%	576
2023 Q4	$29.3K	Buy	12,257 +2,203	+22%	+$4.72K	﹤0.01%	585
2023 Q3	$21.4K	Buy	10,054 +163	+2%	+$354	﹤0.01%	574
2023 Q2	$21.8K	Buy	9,891 +2,829	+40%	+$6.49K	﹤0.01%	572
2023 Q1	$16.4K	Buy	+7,062	New	+$17.1K	﹤0.01%	614
2020 Q1	–	Sell	-16,584	Closed	-$55K	–	705
2019 Q4	$55K	Sell	16,584 -1,206	-7%	-$3.65K	0.02%	331
2019 Q3	$47K	Buy	17,790 +67	+0.4%	+$174	0.01%	342
2019 Q2	$50K	Buy	+17,723	New	+$54.8K	0.02%	324
2018 Q4	$46K	Buy	17,849 +6,357	+55%	+$18.1K	0.02%	281
2018 Q3	$35K	Buy	+11,492	New	+$36.8K	0.01%	329

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Arax Advisory Partners's LYG Position: Q2 2026 in Review

Arax Advisory Partners increased its Lloyds Banking Group (LYG) stake by 255% in Q2 2026, buying an estimated $988K and bringing the position to 253,609 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #988.

Arax Advisory Partners first reported a position in LYG in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.81M in Q3 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Arax Advisory Partners held 253,609 shares of Lloyds Banking Group worth $1.48M as of Q2 2026.
Arax Advisory Partners bought 182,204 Lloyds Banking Group shares in Q2 2026, an estimated $988K.
Lloyds Banking Group made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #988 holding.
Arax Advisory Partners first reported a position in Lloyds Banking Group in Q3 2018 and has held it in 19 quarters since.
Arax Advisory Partners's Lloyds Banking Group position peaked at $1.81M in Q3 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.