Ausdal Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Ausdal Financial Partners’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	$130K	Sell	22,233 -13,255	-37%	-$71.9K	0.01%	1016
2026 Q1	$179K	Buy	35,488 +2,517	+8%	+$13.8K	0.01%	950
2025 Q4	$175K	Sell	32,971 -2,646	-7%	-$12.8K	0.01%	911
2025 Q3	$162K	Buy	35,617 +8,132	+30%	+$35.5K	0.01%	907
2025 Q2	$117K	Buy	27,485 +17,291	+170%	+$68.7K	0.01%	676
2025 Q1	$38.9K	Buy	+10,194	New	+$33.7K	﹤0.01%	638
2019 Q4	–	Sell	-16,000	Closed	-$42K	–	337
2019 Q3	$42K	Hold	16,000	–	–	0.01%	303
2019 Q2	$42K	Hold	16,000	–	–	0.02%	290
2019 Q1	$51K	Hold	16,000	–	–	0.02%	266
2018 Q4	$41K	Sell	16,000 -2,000	-11%	-$5.69K	0.02%	242
2018 Q3	$55K	Hold	18,000	–	–	0.02%	411
2018 Q2	$60K	Hold	18,000	–	–	0.02%	397
2018 Q1	$67K	Hold	18,000	–	–	0.02%	352
2017 Q4	$68K	Hold	18,000	–	–	0.02%	349
2017 Q3	$66K	Hold	18,000	–	–	0.03%	325
2017 Q2	$64K	Sell	18,000 -10,000	-36%	-$35.5K	0.03%	308
2017 Q1	$95K	Hold	28,000	–	–	0.04%	275
2016 Q4	$87K	Sell	28,000 -5,000	-15%	-$14.6K	0.04%	251
2016 Q3	$95K	Hold	33,000	–	–	0.05%	254
2016 Q2	$98K	Buy	33,000 +6,000	+22%	+$23.5K	0.05%	247
2016 Q1	$107K	Hold	27,000	–	–	0.06%	218
2015 Q4	$118K	Buy	+27,000	New	+$122K	0.06%	276

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

Ausdal Financial Partners's LYG Position: Q2 2026 in Review

Ausdal Financial Partners reduced its Lloyds Banking Group (LYG) stake by 37% in Q2 2026, selling an estimated $71.9K and leaving 22,233 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #1016.

Ausdal Financial Partners first reported a position in LYG in Q4 2015 and has held it in 22 quarters since. The position peaked at $179K in Q1 2026. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Ausdal Financial Partners held 22,233 shares of Lloyds Banking Group worth $130K as of Q2 2026.
Ausdal Financial Partners sold 13,255 Lloyds Banking Group shares in Q2 2026, an estimated $71.9K.
Lloyds Banking Group made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #1016 holding.
Ausdal Financial Partners first reported a position in Lloyds Banking Group in Q4 2015 and has held it in 22 quarters since.
Ausdal Financial Partners's Lloyds Banking Group position peaked at $179K in Q1 2026.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.