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Beacon Pointe Advisors’s Lloyds Banking Group LYG Stock Holding History

Beacon Pointe Advisors’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 		$118K Sell
20,253
-55,370
-73% -$300K ﹤0.01% 1862
2026
Q1 		$380K Buy
+75,623
New +$415K ﹤0.01% 1414
2025
Q3 		– Sell
-11,695
Closed -$49.7K – 1468
2025
Q2 		$49.7K Buy
11,695
+236
+2% +$938 ﹤0.01% 1238
2025
Q1 		$43.8K Sell
11,459
-695
-6% -$2.3K ﹤0.01% 1201
2024
Q4 		$33.1K Sell
12,154
-10,380
-46% -$29.6K ﹤0.01% 1191
2024
Q3 		$70.3K Sell
22,534
-4,017
-15% -$12.1K ﹤0.01% 1200
2024
Q2 		$72.5K Buy
26,551
+2,786
+12% +$7.47K ﹤0.01% 1237
2024
Q1 		$61.6K Buy
23,765
+948
+4% +$2.17K ﹤0.01% 1323
2023
Q4 		$54.5K Sell
22,817
-2,252
-9% -$4.82K ﹤0.01% 1295
2023
Q3 		$53.4K Buy
25,069
+590
+2% +$1.28K ﹤0.01% 1306
2023
Q2 		$53.9K Sell
24,479
-4,223
-15% -$9.68K ﹤0.01% 1064
2023
Q1 		$66.6K Buy
28,702
+4,652
+19% +$11.3K ﹤0.01% 1114
2022
Q4 		$52.9K Sell
24,050
-477
-2% -$981 ﹤0.01% 1040
2022
Q3 		$45K Sell
24,527
-5,645
-19% -$11.7K ﹤0.01% 981
2022
Q2 		$62K Sell
30,172
-43,706
-59% -$96.5K ﹤0.01% 1017
2022
Q1 		$178K Buy
73,878
+58,229
+372% +$155K ﹤0.01% 1135
2021
Q4 		$40K Buy
+15,649
New +$39.9K ﹤0.01% 915
2020
Q1 		– Sell
-69,444
Closed -$230K – 304
2019
Q4 		$230K Buy
+69,444
New +$210K 0.07% 197

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

Beacon Pointe Advisors's LYG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Lloyds Banking Group (LYG) stake by 73% in Q2 2026, selling an estimated $300K and leaving 20,253 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

Beacon Pointe Advisors first reported a position in LYG in Q4 2019 and has held it in 18 quarters since. The position peaked at $380K in Q1 2026. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Beacon Pointe Advisors held 20,253 shares of Lloyds Banking Group worth $118K as of Q2 2026.
  • Beacon Pointe Advisors sold 55,370 Lloyds Banking Group shares in Q2 2026, an estimated $300K.
  • Lloyds Banking Group made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1862 holding.
  • Beacon Pointe Advisors first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 18 quarters since.
  • Beacon Pointe Advisors's Lloyds Banking Group position peaked at $380K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.