Bartlett & Co Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Bartlett & Co 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 Q1	–	Sell	-911	Closed	-$4.83K	–	1336
2025 Q4	$4.83K	Hold	911	–	–	﹤0.01%	1021
2025 Q3	$4.14K	Hold	911	–	–	﹤0.01%	1031
2025 Q2	$3.87K	Hold	911	–	–	﹤0.01%	1030
2025 Q1	$3.48K	Buy	+911	New	+$3.01K	﹤0.01%	1024
2021 Q3	–	Sell	-263	Closed	-$671	–	1014
2021 Q2	$671	Hold	263	–	–	﹤0.01%	1000
2021 Q1	$610	Hold	263	–	–	﹤0.01%	1032
2020 Q4	$515	Buy	+263	New	+$443	﹤0.01%	1145
2019 Q2	–	Sell	-234	Closed	-$751	–	792
2019 Q1	$751	Buy	+234	New	+$716	﹤0.01%	694

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bartlett & Co Wealth Management's LYG Position: Q1 2026 in Review

Bartlett & Co Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 911 shares — an estimated $4.83K sold.

Bartlett & Co Wealth Management first reported a position in LYG in Q1 2019 and held it in 8 quarters. The position peaked at $4.83K in Q4 2025. 571 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Bartlett & Co Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Bartlett & Co Wealth Management sold 911 Lloyds Banking Group shares in Q1 2026, an estimated $4.83K.
Bartlett & Co Wealth Management first reported a position in Lloyds Banking Group in Q1 2019 and held it in 8 quarters.
Bartlett & Co Wealth Management's Lloyds Banking Group position peaked at $4.83K in Q4 2025.
571 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.