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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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. 171 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.
  • 171 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.