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Aspiriant LLC’s Lloyds Banking Group LYG Stock Holding History

Aspiriant LLC’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 		$82K Buy
+14,070
New +$76.3K ﹤0.01% 397

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Aspiriant LLC's LYG Position: Q2 2026 in Review

Aspiriant LLC opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 14,070 shares worth $82K. The stake represents ﹤0.01% of the portfolio and ranks #397 among its holdings.

130 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Aspiriant LLC held 14,070 shares of Lloyds Banking Group worth $82K as of Q2 2026.
  • Lloyds Banking Group was a new Aspiriant LLC position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Aspiriant LLC's portfolio in Q2 2026, its #397 holding.
  • 130 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.