Bank of Montreal’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $30.5M | Buy |
5,235,547
+4,804,142
| +1,114% | +$26.1M | 0.01% | 758 |
|
|
2026
Q1 | $2.17M | Buy |
431,405
+270,570
| +168% | +$1.48M | ﹤0.01% | 1633 |
|
|
2025
Q4 | $852K | Sell |
160,835
-61,263
| -28% | -$297K | ﹤0.01% | 2064 |
|
|
2025
Q3 | $1.01M | Buy |
222,098
+113,263
| +104% | +$495K | ﹤0.01% | 1958 |
|
|
2025
Q2 | $463K | Sell |
108,835
-409,709
| -79% | -$1.63M | ﹤0.01% | 2328 |
|
|
2025
Q1 | $1.98M | Buy |
518,544
+237,434
| +84% | +$785K | ﹤0.01% | 1514 |
|
|
2024
Q4 | $765K | Sell |
281,110
-16,077
| -5% | -$45.9K | ﹤0.01% | 2006 |
|
|
2024
Q3 | $933K | Buy |
297,187
+156,613
| +111% | +$470K | ﹤0.01% | 2079 |
|
|
2024
Q2 | $395K | Buy |
140,574
+78,530
| +127% | +$211K | ﹤0.01% | 2560 |
|
|
2024
Q1 | $161K | Sell |
62,044
-4,126
| -6% | -$9.47K | ﹤0.01% | 3134 |
|
|
2023
Q4 | $161K | Sell |
66,170
-1,650,156
| -96% | -$3.53M | ﹤0.01% | 3212 |
|
|
2023
Q3 | $3.64M | Sell |
1,716,326
-612,800
| -26% | -$1.33M | ﹤0.01% | 1408 |
|
|
2023
Q2 | $5.29M | Buy |
2,329,126
+989,637
| +74% | +$2.27M | ﹤0.01% | 1312 |
|
|
2023
Q1 | $3.21M | Buy |
1,339,489
+1,272,409
| +1,897% | +$3.08M | ﹤0.01% | 1439 |
|
|
2022
Q4 | $151K | Sell |
67,080
-22,115,942
| -100% | -$45.5M | ﹤0.01% | 3248 |
|
|
2022
Q3 | $40.6K | Buy |
22,183,022
+4,570,940
| +26% | +$9.49M | 0.02% | 431 |
|
|
2022
Q2 | $37K | Buy |
17,612,082
+2,246,121
| +15% | +$4.96M | 0.02% | 525 |
|
|
2022
Q1 | $38.3M | Buy |
15,365,961
+12,530,240
| +442% | +$33.3M | 0.02% | 563 |
|
|
2021
Q4 | $7.23M | Buy |
2,835,721
+48,569
| +2% | +$124K | ﹤0.01% | 1085 |
|
|
2021
Q3 | $6.86M | Buy |
2,787,152
+1,676,239
| +151% | +$4.11M | ﹤0.01% | 1481 |
|
|
2021
Q2 | $2.83M | Buy |
1,110,913
+1,075,383
| +3,027% | +$2.76M | ﹤0.01% | 1880 |
|
|
2021
Q1 | $83K | Buy |
35,530
+5,788
| +19% | +$12K | ﹤0.01% | 3477 |
|
|
2020
Q4 | $57K | Sell |
29,742
-14,990,038
| -100% | -$25.3M | ﹤0.01% | 3880 |
|
|
2020
Q3 | $20.7M | Buy |
15,019,780
+14,991,789
| +53,559% | +$21M | 0.02% | 577 |
|
|
2020
Q2 | $41K | Sell |
27,991
-29,577
| -51% | -$44.4K | ﹤0.01% | 3521 |
|
|
2020
Q1 | $78K | Sell |
57,568
-805,877
| -93% | -$2.08M | ﹤0.01% | 2712 |
|
|
2019
Q4 | $2.86M | Buy |
863,445
+16,440
| +2% | +$49.7K | ﹤0.01% | 1680 |
|
|
2019
Q3 | $2.23M | Buy |
847,005
+631,291
| +293% | +$1.64M | ﹤0.01% | 1619 |
|
|
2019
Q2 | $612K | Buy |
215,714
+882
| +0.4% | +$2.73K | ﹤0.01% | 2311 |
|
|
2019
Q1 | $689K | Buy |
214,832
+162,475
| +310% | +$497K | ﹤0.01% | 2167 |
|
|
2018
Q4 | $134K | Buy |
52,357
+7,009
| +15% | +$19.9K | ﹤0.01% | 2795 |
|
|
2018
Q3 | $137K | Buy |
45,348
+2,598
| +6% | +$8.33K | ﹤0.01% | 2958 |
|
|
2018
Q2 | $142K | Sell |
42,750
-4,156
| -9% | -$14.8K | ﹤0.01% | 2947 |
|
|
2018
Q1 | $175K | Sell |
46,906
-348
| -0.7% | -$1.35K | ﹤0.01% | 2690 |
|
|
2017
Q4 | $177K | Buy |
47,254
+5,950
| +14% | +$21.5K | ﹤0.01% | 2730 |
|
|
2017
Q3 | $151K | Sell |
41,304
-4,377
| -10% | -$15.3K | ﹤0.01% | 2781 |
|
|
2017
Q2 | $161K | Buy |
45,681
+3,790
| +9% | +$13.5K | ﹤0.01% | 2758 |
|
|
2017
Q1 | $142K | Buy |
41,891
+23,231
| +124% | +$78.3K | ﹤0.01% | 2645 |
|
|
2016
Q4 | $54K | Sell |
18,660
-46,969
| -72% | -$137K | ﹤0.01% | 3085 |
|
|
2016
Q3 | $188K | Sell |
65,629
-154,993
| -70% | -$461K | ﹤0.01% | 2486 |
|
|
2016
Q2 | $655K | Sell |
220,622
-88,994
| -29% | -$348K | ﹤0.01% | 2005 |
|
|
2016
Q1 | $1.22M | Buy |
309,616
+116,209
| +60% | +$450K | ﹤0.01% | 1667 |
|
|
2015
Q4 | $843K | Buy |
193,407
+87,699
| +83% | +$398K | ﹤0.01% | 1785 |
|
|
2015
Q3 | $486K | Buy |
105,708
+77,105
| +270% | +$386K | ﹤0.01% | 1865 |
|
|
2015
Q2 | $155K | Sell |
28,603
-35,468
| -55% | -$185K | ﹤0.01% | 2518 |
|
|
2015
Q1 | $300K | Buy |
64,071
+29,304
| +84% | +$137K | ﹤0.01% | 2190 |
|
|
2014
Q4 | $162K | Sell |
34,767
-7,456
| -18% | -$36K | ﹤0.01% | 2555 |
|
|
2014
Q3 | $213K | Sell |
42,223
-278
| -0.7% | -$1.4K | ﹤0.01% | 2504 |
|
|
2014
Q2 | $219K | Buy |
42,501
+3,939
| +10% | +$20.4K | ﹤0.01% | 2481 |
|
|
2014
Q1 | $196K | Buy |
38,562
+13,758
| +55% | +$74.7K | ﹤0.01% | 2509 |
|
|
2013
Q4 | $132K | Buy |
24,804
+2,377
| +11% | +$11.9K | ﹤0.01% | 2418 |
|
|
2013
Q3 | $108K | Buy |
22,427
+1,908
| +9% | +$8.6K | ﹤0.01% | 2478 |
|
|
2013
Q2 | $79K | Buy |
+20,519
| New | +$71.4K | ﹤0.01% | 2510 |
|
Other funds holding LYG
MIP
CBU
Bank of Montreal's LYG Position: Q2 2026 in Review
Bank of Montreal increased its Lloyds Banking Group (LYG) stake by 1,114% in Q2 2026, buying an estimated $26.1M and bringing the position to 5,235,547 shares worth $30.5M. The position accounts for 0.01% of the portfolio, ranked #758.
Bank of Montreal first reported a position in LYG in Q2 2013 and has held it in 53 quarters since. The position peaked at $38.3M in Q1 2022. 579 funds tracked by Wall St. Rank hold LYG as of Q2 2026.
- Bank of Montreal held 5,235,547 shares of Lloyds Banking Group worth $30.5M as of Q2 2026.
- Bank of Montreal bought 4,804,142 Lloyds Banking Group shares in Q2 2026, an estimated $26.1M.
- Lloyds Banking Group made up 0.01% of Bank of Montreal's portfolio in Q2 2026, its #758 holding.
- Bank of Montreal first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 53 quarters since.
- Bank of Montreal's Lloyds Banking Group position peaked at $38.3M in Q1 2022.
- 579 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.
Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.