Baird Financial Group’s Lloyds Banking Group LYG Stock Holding History

Baird Financial Group’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 Q1	$87.3K	Sell	17,348 -2,578	-13%	-$14.1K	﹤0.01%	1815
2025 Q4	$106K	Buy	19,926 +6,649	+50%	+$32.2K	﹤0.01%	1771
2025 Q3	$60.3K	Buy	+13,277	New	+$58K	﹤0.01%	1782
2020 Q2	–	Sell	-52,837	Closed	-$80K	–	1550
2020 Q1	$80K	Sell	52,837 -30,627	-37%	-$78.9K	﹤0.01%	1389
2019 Q4	$276K	Buy	83,464 +73,352	+725%	+$222K	﹤0.01%	1352
2019 Q3	$27K	Buy	+10,112	New	+$26.2K	﹤0.01%	1496
2015 Q3	–	Sell	-22,100	Closed	-$120K	–	1294
2015 Q2	$120K	Buy	+22,100	New	+$115K	﹤0.01%	1266

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Baird Financial Group's LYG Position: Q1 2026 in Review

Baird Financial Group reduced its Lloyds Banking Group (LYG) stake by 13% in Q1 2026, selling an estimated $14.1K and leaving 17,348 shares worth $87.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Baird Financial Group first reported a position in LYG in Q2 2015 and has held it in 7 quarters since. The position peaked at $276K in Q4 2019. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Baird Financial Group held 17,348 shares of Lloyds Banking Group worth $87.3K as of Q1 2026.
Baird Financial Group sold 2,578 Lloyds Banking Group shares in Q1 2026, an estimated $14.1K.
Lloyds Banking Group made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1815 holding.
Baird Financial Group first reported a position in Lloyds Banking Group in Q2 2015 and has held it in 7 quarters since.
Baird Financial Group's Lloyds Banking Group position peaked at $276K in Q4 2019.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.