AWE
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Avidian Wealth Enterprises’s Lloyds Banking Group LYG Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$83.9K Buy
14,909
+1,949
+15% +$11.7K ﹤0.01% 739
2026
Q2 		$75.6K Buy
+12,960
New +$70.3K ﹤0.01% 729

Other funds holding LYG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Avidian Wealth Enterprises's LYG Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Lloyds Banking Group (LYG) stake by 15% in Q3 2026, buying an estimated $11.7K and bringing the position to 14,909 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #739.

Avidian Wealth Enterprises first reported a position in LYG in Q2 2026 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Avidian Wealth Enterprises held 14,909 shares of Lloyds Banking Group worth $83.9K as of Q3 2026.
  • Avidian Wealth Enterprises bought 1,949 Lloyds Banking Group shares in Q3 2026, an estimated $11.7K.
  • Lloyds Banking Group made up ﹤0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #739 holding.
  • Avidian Wealth Enterprises first reported a position in Lloyds Banking Group in Q2 2026 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.