Bell Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Bell Investment 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	$14.3K	Buy	2,461 +213	+9%	+$1.16K	﹤0.01%	585
2026 Q1	$11.3K	Sell	2,248 -215	-9%	-$1.18K	﹤0.01%	631
2025 Q4	$13.1K	Buy	2,463 +969	+65%	+$4.69K	﹤0.01%	594
2025 Q3	$6.78K	Hold	1,494	–	–	﹤0.01%	787
2025 Q2	$6.35K	Hold	1,494	–	–	﹤0.01%	874
2025 Q1	$5.71K	Hold	1,494	–	–	﹤0.01%	853
2024 Q4	$4.06K	Hold	1,494	–	–	﹤0.01%	1020
2024 Q3	$4.66K	Hold	1,494	–	–	﹤0.01%	962
2024 Q2	$4.08K	Hold	1,494	–	–	﹤0.01%	1028
2024 Q1	$3.87K	Hold	1,494	–	–	﹤0.01%	1050
2023 Q4	$3.57K	Buy	1,494 +1,245	+500%	+$2.67K	﹤0.01%	1061
2023 Q3	$531	Hold	249	–	–	﹤0.01%	1766
2023 Q2	$548	Sell	249 -222	-47%	-$509	﹤0.01%	1802
2023 Q1	$1.09K	Hold	471	–	–	﹤0.01%	1529
2022 Q4	$1.04K	Sell	471 -155	-25%	-$319	﹤0.01%	1571
2022 Q3	$1K	Buy	+626	New	+$1.3K	﹤0.01%	1473
2021 Q4	$5K	Hold	1,873	–	–	﹤0.01%	774
2021 Q3	$5K	Buy	+1,873	New	+$4.59K	﹤0.01%	721

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

Bell Investment Advisors's LYG Position: Q2 2026 in Review

Bell Investment Advisors increased its Lloyds Banking Group (LYG) stake by 9.5% in Q2 2026, buying an estimated $1.16K and bringing the position to 2,461 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Bell Investment Advisors first reported a position in LYG in Q3 2021 and has held it in 18 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Bell Investment Advisors held 2,461 shares of Lloyds Banking Group worth $14.3K as of Q2 2026.
Bell Investment Advisors bought 213 Lloyds Banking Group shares in Q2 2026, an estimated $1.16K.
Lloyds Banking Group made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #585 holding.
Bell Investment Advisors first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 18 quarters since.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.