Baldwin Wealth Partners
LYG icon

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
Q3 		$104K Sell
18,551
-4,419
-19% -$26.5K 0.01% 232
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

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Citigroup
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Dimensional Fund Advisors
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Fisher Asset Management
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First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
AssetMark Inc
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Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Baldwin Wealth Partners's LYG Position: Q3 2026 in Review

Baldwin Wealth Partners reduced its Lloyds Banking Group (LYG) stake by 19% in Q3 2026, selling an estimated $26.5K and leaving 18,551 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #232.

Baldwin Wealth Partners first reported a position in LYG in Q2 2025 and has held it in 6 quarters since. The position peaked at $134K in Q2 2026. 386 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Baldwin Wealth Partners held 18,551 shares of Lloyds Banking Group worth $104K as of Q3 2026.
  • Baldwin Wealth Partners sold 4,419 Lloyds Banking Group shares in Q3 2026, an estimated $26.5K.
  • Lloyds Banking Group made up 0.01% of Baldwin Wealth Partners's portfolio in Q3 2026, its #232 holding.
  • Baldwin Wealth Partners first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 6 quarters since.
  • Baldwin Wealth Partners's Lloyds Banking Group position peaked at $134K in Q2 2026.
  • 386 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Baldwin Wealth Partners's 13F filing for Q3 2026, filed 13 Oct 2026.