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Atomi Financial Group’s Lloyds Banking Group LYG Stock Holding History

Atomi Financial Group’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 		$2.42M Sell
415,779
-88,722
-18% -$481K 0.06% 223
2026
Q1 		$2.54M Buy
504,501
+5,810
+1% +$31.9K 0.08% 201
2025
Q4 		$2.64M Buy
498,691
+128,289
+35% +$621K 0.08% 191
2025
Q3 		$1.68M Buy
370,402
+21,378
+6% +$93.5K 0.05% 239
2025
Q2 		$1.48M Buy
349,024
+169,346
+94% +$673K 0.06% 241
2025
Q1 		$686K Buy
179,678
+22,016
+14% +$72.8K 0.03% 408
2024
Q4 		$429K Sell
157,662
-133,725
-46% -$382K 0.02% 539
2024
Q3 		$909K Buy
291,387
+137,856
+90% +$414K 0.06% 265
2024
Q2 		$419K Buy
153,531
+68,344
+80% +$183K 0.03% 447
2024
Q1 		$221K Buy
85,187
+40,828
+92% +$93.7K 0.02% 639
2023
Q4 		$106K Buy
+44,359
New +$95K 0.01% 580

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

Atomi Financial Group's LYG Position: Q2 2026 in Review

Atomi Financial Group reduced its Lloyds Banking Group (LYG) stake by 18% in Q2 2026, selling an estimated $481K and leaving 415,779 shares worth $2.42M. The position accounts for 0.06% of the portfolio, ranked #223.

Atomi Financial Group first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.64M in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Atomi Financial Group held 415,779 shares of Lloyds Banking Group worth $2.42M as of Q2 2026.
  • Atomi Financial Group sold 88,722 Lloyds Banking Group shares in Q2 2026, an estimated $481K.
  • Lloyds Banking Group made up 0.06% of Atomi Financial Group's portfolio in Q2 2026, its #223 holding.
  • Atomi Financial Group first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • Atomi Financial Group's Lloyds Banking Group position peaked at $2.64M in Q4 2025.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.