Aspen Grove Capital’s Lloyds Banking Group LYG Stock Holding History

Aspen Grove Capital’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	$229K	Sell	39,360 -642	-2%	-$3.48K	0.03%	193
2026 Q1	$201K	Buy	+40,002	New	+$219K	0.04%	189
2025 Q3	–	Sell	-61,420	Closed	-$261K	–	230
2025 Q2	$261K	Buy	61,420 +2,400	+4%	+$9.54K	0.04%	186
2025 Q1	$225K	Sell	59,020 -8,473	-13%	-$28K	0.04%	207
2024 Q4	$184K	Hold	67,493	–	–	0.04%	194
2024 Q3	$211K	Sell	67,493 -1	-0%	-$3	0.05%	187
2024 Q2	$184K	Buy	67,494 +639	+1%	+$1.71K	0.04%	196
2024 Q1	$173K	Hold	66,855	–	–	0.05%	199
2023 Q4	$160K	Buy	66,855 +6,188	+10%	+$13.3K	0.05%	182
2023 Q3	$129K	Buy	60,667 +68	+0.1%	+$147	0.05%	166
2023 Q2	$133K	Sell	60,599 -17,833	-23%	-$40.9K	0.04%	188
2023 Q1	$182K	Buy	78,432 +6,920	+10%	+$16.7K	0.08%	141
2022 Q4	$157K	Buy	+71,512	New	+$147K	0.07%	153

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

Aspen Grove Capital's LYG Position: Q2 2026 in Review

Aspen Grove Capital reduced its Lloyds Banking Group (LYG) stake by 1.6% in Q2 2026, selling an estimated $3.48K and leaving 39,360 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #193.

Aspen Grove Capital first reported a position in LYG in Q4 2022 and has held it in 13 quarters since. The position peaked at $261K in Q2 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Aspen Grove Capital held 39,360 shares of Lloyds Banking Group worth $229K as of Q2 2026.
Aspen Grove Capital sold 642 Lloyds Banking Group shares in Q2 2026, an estimated $3.48K.
Lloyds Banking Group made up 0.03% of Aspen Grove Capital's portfolio in Q2 2026, its #193 holding.
Aspen Grove Capital first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 13 quarters since.
Aspen Grove Capital's Lloyds Banking Group position peaked at $261K in Q2 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Aspen Grove Capital's 13F filing for Q2 2026, filed 14 Aug 2026.