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Avior Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Avior Wealth Management’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 		$152K Buy
26,128
+11,455
+78% +$62.1K ﹤0.01% 773
2026
Q1 		$73.8K Buy
+14,673
New +$80.5K ﹤0.01% 820
2025
Q1 		– Sell
-1,325
Closed -$3.6K – 1666
2024
Q4 		$3.6K Hold
1,325
– – ﹤0.01% 1975
2024
Q3 		$4.13K Hold
1,325
– – ﹤0.01% 1841
2024
Q2 		$3.62K Sell
1,325
-8,935
-87% -$24K ﹤0.01% 1819
2024
Q1 		$26.6K Buy
+10,260
New +$23.5K ﹤0.01% 1487
2023
Q1 		– Sell
-825
Closed -$1.81K – 1651
2022
Q4 		$1.81K Buy
+825
New +$1.7K ﹤0.01% 1055

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

Avior Wealth Management's LYG Position: Q2 2026 in Review

Avior Wealth Management increased its Lloyds Banking Group (LYG) stake by 78% in Q2 2026, buying an estimated $62.1K and bringing the position to 26,128 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #773.

Avior Wealth Management first reported a position in LYG in Q4 2022 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Avior Wealth Management held 26,128 shares of Lloyds Banking Group worth $152K as of Q2 2026.
  • Avior Wealth Management bought 11,455 Lloyds Banking Group shares in Q2 2026, an estimated $62.1K.
  • Lloyds Banking Group made up ﹤0.01% of Avior Wealth Management's portfolio in Q2 2026, its #773 holding.
  • Avior Wealth Management first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.