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Atria Investments’s Lloyds Banking Group LYG Stock Holding History

Atria Investments’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 		$2.11M Sell
362,695
-27,459
-7% -$149K 0.02% 729
2026
Q1 		$1.96M Buy
390,154
+64,258
+20% +$353K 0.02% 712
2025
Q4 		$1.73M Buy
325,896
+59,618
+22% +$289K 0.02% 796
2025
Q3 		$1.21M Buy
266,278
+28,490
+12% +$125K 0.01% 951
2025
Q2 		$1.01M Sell
237,788
-55,749
-19% -$222K 0.01% 1033
2025
Q1 		$1.12M Sell
293,537
-13,923
-5% -$46K 0.01% 954
2024
Q4 		$836K Buy
307,460
+574
+0.2% +$1.64K 0.01% 1070
2024
Q3 		$957K Buy
306,886
+49,237
+19% +$148K 0.01% 988
2024
Q2 		$703K Buy
+257,649
New +$691K 0.01% 1126
2020
Q1 		– Sell
-90,299
Closed -$299K – 924
2019
Q4 		$299K Buy
+90,299
New +$273K 0.01% 976
2019
Q3 		– Sell
-47,815
Closed -$111K – 929
2019
Q2 		$111K Buy
47,815
+6,130
+15% +$19K ﹤0.01% 940
2019
Q1 		$134K Buy
41,685
+4,795
+13% +$14.7K 0.01% 899
2018
Q4 		$94K Sell
36,890
-30,546
-45% -$86.8K ﹤0.01% 861
2018
Q3 		$205K Sell
67,436
-2,889
-4% -$9.26K 0.01% 933
2018
Q2 		$234K Buy
70,325
+8,841
+14% +$31.4K 0.01% 834
2018
Q1 		$229K Buy
61,484
+10,111
+20% +$39.2K 0.01% 764
2017
Q4 		$193K Buy
51,373
+29,987
+140% +$108K 0.01% 776
2017
Q3 		$78K Sell
21,386
-2,060
-9% -$7.18K ﹤0.01% 783
2017
Q2 		$83K Buy
23,446
+1,825
+8% +$6.48K 0.01% 741
2017
Q1 		$74K Sell
21,621
-560
-3% -$1.89K ﹤0.01% 671
2016
Q4 		$69K Buy
22,181
+856
+4% +$2.5K 0.01% 623
2016
Q3 		$61K Buy
21,325
+1,004
+5% +$2.98K 0.01% 541
2016
Q2 		$55K Sell
20,321
-2,660
-12% -$10.4K 0.01% 465
2016
Q1 		$91K Sell
22,981
-3,814
-14% -$14.8K 0.01% 437
2015
Q4 		$109K Buy
26,795
+4,450
+20% +$20.2K 0.01% 392
2015
Q3 		$103K Sell
22,345
-3,088
-12% -$15.5K 0.01% 340
2015
Q2 		$138K Buy
25,433
+4,589
+22% +$23.9K 0.02% 386
2015
Q1 		$97K Buy
+20,844
New +$97.1K 0.01% 396

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

Atria Investments's LYG Position: Q2 2026 in Review

Atria Investments reduced its Lloyds Banking Group (LYG) stake by 7% in Q2 2026, selling an estimated $149K and leaving 362,695 shares worth $2.11M. The position accounts for 0.02% of the portfolio, ranked #729.

Atria Investments first reported a position in LYG in Q1 2015 and has held it in 28 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Atria Investments held 362,695 shares of Lloyds Banking Group worth $2.11M as of Q2 2026.
  • Atria Investments sold 27,459 Lloyds Banking Group shares in Q2 2026, an estimated $149K.
  • Lloyds Banking Group made up 0.02% of Atria Investments's portfolio in Q2 2026, its #729 holding.
  • Atria Investments first reported a position in Lloyds Banking Group in Q1 2015 and has held it in 28 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.