Benjamin Edwards Inc’s Lloyds Banking Group LYG Stock Holding History

Benjamin Edwards Inc’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	$503K	Buy	86,223 +13,295	+18%	+$72.1K	﹤0.01%	1062
2026 Q1	$367K	Buy	72,928 +5,394	+8%	+$29.6K	﹤0.01%	1092
2025 Q4	$358K	Buy	67,534 +16,141	+31%	+$78.2K	﹤0.01%	1051
2025 Q3	$233K	Buy	51,393 +31,059	+153%	+$136K	﹤0.01%	1198
2025 Q2	$86.4K	Buy	+20,334	New	+$80.8K	﹤0.01%	1136

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

Benjamin Edwards Inc's LYG Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Lloyds Banking Group (LYG) stake by 18% in Q2 2026, buying an estimated $72.1K and bringing the position to 86,223 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1062.

Benjamin Edwards Inc first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Benjamin Edwards Inc held 86,223 shares of Lloyds Banking Group worth $503K as of Q2 2026.
Benjamin Edwards Inc bought 13,295 Lloyds Banking Group shares in Q2 2026, an estimated $72.1K.
Lloyds Banking Group made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1062 holding.
Benjamin Edwards Inc first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.