Beaird Harris Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Beaird Harris 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	$57.6K	Hold	9,886	–	–	﹤0.01%	250
2026 Q1	$49.7K	Buy	9,886 +9,300	+1,587%	+$51K	﹤0.01%	240
2025 Q4	$3.11K	Hold	586	–	–	﹤0.01%	487
2025 Q3	$2.66K	Buy	586 +159	+37%	+$695	﹤0.01%	488
2025 Q2	$1.82K	Buy	+427	New	+$1.7K	﹤0.01%	504
2022 Q2	–	Sell	-2,445	Closed	-$6K	–	516
2022 Q1	$6K	Hold	2,445	–	–	﹤0.01%	408
2021 Q4	$6K	Buy	+2,445	New	+$6.24K	﹤0.01%	455

Other funds holding LYG

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Beaird Harris Wealth Management's LYG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 9,886 shares worth $57.6K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Beaird Harris Wealth Management first reported a position in LYG in Q4 2021 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Beaird Harris Wealth Management held 9,886 shares of Lloyds Banking Group worth $57.6K as of Q2 2026.
Beaird Harris Wealth Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #250 holding.
Beaird Harris Wealth Management first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 7 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.