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Berger Financial Group’s Lloyds Banking Group LYG Stock Holding History

Berger Financial Group’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 		$116K Buy
19,821
+274
+1% +$1.49K 0.01% 475
2026
Q1 		$98.3K Hold
19,547
– – 0.01% 466
2025
Q4 		$104K Sell
19,547
-85
-0.4% -$412 0.01% 466
2025
Q3 		$89.1K Hold
19,632
– – 0.01% 441
2025
Q2 		$83.4K Hold
19,632
– – 0.01% 416
2025
Q1 		$75K Buy
+19,632
New +$64.9K 0.01% 413

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Berger Financial Group's LYG Position: Q2 2026 in Review

Berger Financial Group increased its Lloyds Banking Group (LYG) stake by 1.4% in Q2 2026, buying an estimated $1.49K and bringing the position to 19,821 shares worth $116K. The position accounts for 0.01% of the portfolio, ranked #475.

Berger Financial Group first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. 379 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Berger Financial Group held 19,821 shares of Lloyds Banking Group worth $116K as of Q2 2026.
  • Berger Financial Group bought 274 Lloyds Banking Group shares in Q2 2026, an estimated $1.49K.
  • Lloyds Banking Group made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #475 holding.
  • Berger Financial Group first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
  • 379 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.