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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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atria Investments's LYG Position: Q1 2026 in Review

Atria Investments increased its Lloyds Banking Group (LYG) stake by 20% in Q1 2026, buying an estimated $353K and bringing the position to 390,154 shares worth $1.96M. The position accounts for 0.02% of the portfolio, ranked #712.

Atria Investments first reported a position in LYG in Q1 2015 and has held it in 27 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Atria Investments held 390,154 shares of Lloyds Banking Group worth $1.96M as of Q1 2026.
  • Atria Investments bought 64,258 Lloyds Banking Group shares in Q1 2026, an estimated $353K.
  • Lloyds Banking Group made up 0.02% of Atria Investments's portfolio in Q1 2026, its #712 holding.
  • Atria Investments first reported a position in Lloyds Banking Group in Q1 2015 and has held it in 27 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.