AWA
LYG icon

Arkadios Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Arkadios Wealth 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 		$157K Buy
26,958
+8,198
+44% +$44.5K ﹤0.01% 1663
2026
Q1 		$94.4K Buy
18,760
+1,801
+11% +$9.88K ﹤0.01% 1627
2025
Q4 		$89.9K Buy
16,959
+2,626
+18% +$12.7K ﹤0.01% 1500
2025
Q3 		$65.1K Sell
14,333
-672
-4% -$2.94K ﹤0.01% 1428
2025
Q2 		$63.8K Buy
15,005
+166
+1% +$660 ﹤0.01% 1275
2025
Q1 		$56.7K Buy
14,839
+2,060
+16% +$6.81K ﹤0.01% 1097
2024
Q4 		$34.8K Sell
12,779
-841
-6% -$2.4K ﹤0.01% 911
2024
Q3 		$42.5K Buy
+13,620
New +$40.9K ﹤0.01% 893
2023
Q4 		– Sell
-21,075
Closed -$44.9K – 749
2023
Q3 		$44.9K Sell
21,075
-4,479
-18% -$9.71K ﹤0.01% 658
2023
Q2 		$56.2K Buy
25,554
+1,650
+7% +$3.78K 0.01% 594
2023
Q1 		$55.5K Sell
23,904
-4,713
-16% -$11.4K 0.01% 593
2022
Q4 		$63K Sell
28,617
-440
-2% -$905 0.01% 550
2022
Q3 		$52K Sell
29,057
-301
-1% -$625 0.01% 517
2022
Q2 		$60K Buy
29,358
+843
+3% +$1.86K 0.01% 535
2022
Q1 		$69K Buy
+28,515
New +$75.8K 0.01% 549
2020
Q2 		– Sell
-5,579
Closed -$8.42K – 1064
2020
Q1 		$8.42K Sell
5,579
-191
-3% -$492 0.01% 678
2019
Q4 		$17.4K Buy
+5,770
New +$17.5K 0.01% 484

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

Arkadios Wealth Advisors's LYG Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Lloyds Banking Group (LYG) stake by 44% in Q2 2026, buying an estimated $44.5K and bringing the position to 26,958 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Arkadios Wealth Advisors first reported a position in LYG in Q4 2019 and has held it in 17 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Arkadios Wealth Advisors held 26,958 shares of Lloyds Banking Group worth $157K as of Q2 2026.
  • Arkadios Wealth Advisors bought 8,198 Lloyds Banking Group shares in Q2 2026, an estimated $44.5K.
  • Lloyds Banking Group made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1663 holding.
  • Arkadios Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 17 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.