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

Axxcess 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 		$234K Buy
+40,065
New +$217K ﹤0.01% 951
2026
Q1 		– Sell
-16,575
Closed -$87.8K – 744
2025
Q4 		$87.8K Sell
16,575
-81
-0.5% -$392 ﹤0.01% 1022
2025
Q3 		$75.6K Buy
16,656
+9
+0.1% +$39 ﹤0.01% 918
2025
Q2 		$70.7K Sell
16,647
-41,752
-71% -$166K ﹤0.01% 872
2025
Q1 		$223K Buy
58,399
+1,322
+2% +$4.37K 0.01% 779
2024
Q4 		$155K Sell
57,077
-4,383
-7% -$12.5K ﹤0.01% 833
2024
Q3 		$192K Buy
61,460
+22,209
+57% +$66.6K ﹤0.01% 851
2024
Q2 		$107K Buy
39,251
+19,400
+98% +$52K ﹤0.01% 819
2024
Q1 		$51.4K Sell
19,851
-1,727
-8% -$3.96K ﹤0.01% 856
2023
Q4 		$51.6K Sell
21,578
-13,273
-38% -$28.4K ﹤0.01% 817
2023
Q3 		$74.2K Buy
+34,851
New +$75.6K ﹤0.01% 779

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

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

Axxcess Wealth Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 40,065 shares worth $234K. The stake represents ﹤0.01% of the portfolio and ranks #951 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in LYG as recently as Q4 2025.

Axxcess Wealth Management first reported a position in LYG in Q3 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Axxcess Wealth Management held 40,065 shares of Lloyds Banking Group worth $234K as of Q2 2026.
  • Lloyds Banking Group was a new Axxcess Wealth Management position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #951 holding.
  • Axxcess Wealth Management first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 11 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.