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Baldwin Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Baldwin Wealth Partners’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 		$134K Sell
22,970
-1,104
-5% -$5.99K 0.01% 233
2026
Q1 		$121K Buy
24,074
+1,883
+8% +$10.3K 0.01% 221
2025
Q4 		$118K Hold
22,191
– – 0.01% 240
2025
Q3 		$101K Hold
22,191
– – 0.01% 231
2025
Q2 		$94.3K Buy
+22,191
New +$88.2K 0.01% 216

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Baldwin Wealth Partners's LYG Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Lloyds Banking Group (LYG) stake by 4.6% in Q2 2026, selling an estimated $5.99K and leaving 22,970 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #233.

Baldwin Wealth Partners first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Baldwin Wealth Partners held 22,970 shares of Lloyds Banking Group worth $134K as of Q2 2026.
  • Baldwin Wealth Partners sold 1,104 Lloyds Banking Group shares in Q2 2026, an estimated $5.99K.
  • Lloyds Banking Group made up 0.01% of Baldwin Wealth Partners's portfolio in Q2 2026, its #233 holding.
  • Baldwin Wealth Partners first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • 235 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.