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Baron Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Baron Wealth Management’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 		$101K Buy
17,301
+6,724
+64% +$36.5K 0.03% 302
2026
Q1 		$53.2K Sell
10,577
-64
-0.6% -$351 0.02% 278
2025
Q4 		$56.4K Buy
10,641
+509
+5% +$2.46K 0.02% 258
2025
Q3 		$46K Buy
+10,132
New +$44.3K 0.02% 248
2025
Q1 		– Sell
-12,323
Closed -$33.5K – 228
2024
Q4 		$33.5K Sell
12,323
-4,528
-27% -$12.9K 0.02% 193
2024
Q3 		$52.6K Buy
16,851
+3,969
+31% +$11.9K 0.03% 203
2024
Q2 		$35.2K Buy
+12,882
New +$34.6K 0.02% 182

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

Baron Wealth Management's LYG Position: Q2 2026 in Review

Baron Wealth Management increased its Lloyds Banking Group (LYG) stake by 64% in Q2 2026, buying an estimated $36.5K and bringing the position to 17,301 shares worth $101K. The position accounts for 0.03% of the portfolio, ranked #302.

Baron Wealth Management first reported a position in LYG in Q2 2024 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Baron Wealth Management held 17,301 shares of Lloyds Banking Group worth $101K as of Q2 2026.
  • Baron Wealth Management bought 6,724 Lloyds Banking Group shares in Q2 2026, an estimated $36.5K.
  • Lloyds Banking Group made up 0.03% of Baron Wealth Management's portfolio in Q2 2026, its #302 holding.
  • Baron Wealth Management first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 7 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.