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B. Riley Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

B. Riley Wealth Advisors’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 		$69.8K Buy
+12,135
New +$65.8K ﹤0.01% 852
2026
Q1 		– Sell
-15,114
Closed -$80.1K – 1035
2025
Q4 		$80.1K Sell
15,114
-751
-5% -$3.64K ﹤0.01% 947
2025
Q3 		$72K Sell
15,865
-1,041
-6% -$4.55K ﹤0.01% 985
2025
Q2 		$71.9K Sell
16,906
-3,070
-15% -$12.2K ﹤0.01% 975
2025
Q1 		$76.3K Sell
19,976
-714
-3% -$2.36K ﹤0.01% 1236
2024
Q4 		$56.3K Sell
20,690
-1,169
-5% -$3.34K ﹤0.01% 1117
2024
Q3 		$67.2K Sell
21,859
-3,478
-14% -$10.4K ﹤0.01% 1227
2024
Q2 		$69.2K Buy
+25,337
New +$68K ﹤0.01% 1329
2022
Q4 		– Sell
-10,603
Closed -$20K – 1551
2022
Q3 		$20K Sell
10,603
-10
-0.1% -$21 ﹤0.01% 1418
2022
Q2 		$22K Buy
10,613
+160
+2% +$353 ﹤0.01% 1198
2022
Q1 		$25K Buy
+10,453
New +$27.8K ﹤0.01% 1360
2021
Q2 		– Sell
-12,975
Closed -$31K – 1419
2021
Q1 		$31K Buy
+12,975
New +$26.9K ﹤0.01% 1336
2018
Q2 		– Sell
-15,850
Closed -$61K – 702
2018
Q1 		$61K Hold
15,850
– – 0.01% 646
2017
Q4 		$61K Buy
15,850
+4,549
+40% +$16.4K 0.01% 628
2017
Q3 		$42K Buy
11,301
+679
+6% +$2.37K 0.01% 532
2017
Q2 		$39K Buy
+10,622
New +$37.7K 0.01% 512
2016
Q3 		– Sell
-13,439
Closed -$41K – 636
2016
Q2 		$41K Hold
13,439
– – 0.01% 598
2016
Q1 		$53K Buy
13,439
+2,493
+23% +$9.65K 0.01% 533
2015
Q4 		$50K Buy
+10,946
New +$49.6K 0.01% 540
2015
Q2 		– Sell
-18,575
Closed -$87K – 568
2015
Q1 		$87K Hold
18,575
– – 0.02% 505
2014
Q4 		$86K Hold
18,575
– – ﹤0.01% 1813
2014
Q3 		$94K Buy
18,575
+15,512
+506% +$78K 0.02% 583
2014
Q2 		$15.7K Buy
+3,063
New +$15.9K ﹤0.01% 1575

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

B. Riley Wealth Advisors's LYG Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 12,135 shares worth $69.8K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in LYG as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in LYG in Q2 2014 and has held it in 23 quarters since. The position peaked at $94K in Q3 2014. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • B. Riley Wealth Advisors held 12,135 shares of Lloyds Banking Group worth $69.8K as of Q2 2026.
  • Lloyds Banking Group was a new B. Riley Wealth Advisors position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #852 holding.
  • B. Riley Wealth Advisors first reported a position in Lloyds Banking Group in Q2 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Advisors's Lloyds Banking Group position peaked at $94K in Q3 2014.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.