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

Ariadne 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 		$154K Hold
26,381
– – 0.07% 242
2026
Q1 		$133K Hold
26,381
– – 0.06% 238
2025
Q4 		$154K Hold
26,381
– – 0.06% 250
2025
Q3 		$129K Hold
26,381
– – 0.06% 236
2025
Q2 		$122K Buy
+26,381
New +$105K 0.06% 217
2025
Q1 		– Sell
-19,770
Closed -$61.3K – 227
2024
Q4 		$61.3K Sell
19,770
-1,512
-7% -$4.32K 0.03% 221
2024
Q3 		$59.8K Buy
+21,282
New +$63.9K 0.03% 221

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

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

Ariadne Wealth Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 26,381 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #242.

Ariadne Wealth Management first reported a position in LYG in Q3 2024 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Ariadne Wealth Management held 26,381 shares of Lloyds Banking Group worth $154K as of Q2 2026.
  • Ariadne Wealth Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.07% of Ariadne Wealth Management's portfolio in Q2 2026, its #242 holding.
  • Ariadne Wealth Management first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Ariadne Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.