Beverly Hills Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Beverly Hills Private Wealth’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	–	Sell	-41,680	Closed	-$210K	–	321
2026 Q1	$210K	Sell	41,680 -3,615	-8%	-$19.8K	0.03%	321
2025 Q4	$240K	Sell	45,295 -13,775	-23%	-$66.7K	0.04%	290
2025 Q3	$268K	Sell	59,070 -380	-0.6%	-$1.66K	0.05%	289
2025 Q2	$253K	Sell	59,450 -4,622	-7%	-$18.4K	0.05%	300
2025 Q1	$245K	Sell	64,072 -1,087	-2%	-$3.59K	0.05%	301
2024 Q4	$177K	Buy	+65,159	New	+$186K	0.04%	322
2024 Q2	–	Sell	-13,114	Closed	-$34K	–	360
2024 Q1	$34K	Buy	+13,114	New	+$30.1K	0.01%	352
2023 Q4	–	Sell	-12,580	Closed	-$26.8K	–	349
2023 Q3	$26.8K	Sell	12,580 -4,458	-26%	-$9.67K	0.01%	292
2023 Q2	$36.6K	Buy	+17,038	New	+$39.1K	0.01%	315

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

Beverly Hills Private Wealth's LYG Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 41,680 shares — an estimated $210K sold.

Beverly Hills Private Wealth first reported a position in LYG in Q2 2023 and held it in 9 quarters. The position peaked at $268K in Q3 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Beverly Hills Private Wealth reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
Beverly Hills Private Wealth sold 41,680 Lloyds Banking Group shares in Q2 2026, an estimated $210K.
Beverly Hills Private Wealth first reported a position in Lloyds Banking Group in Q2 2023 and held it in 9 quarters.
Beverly Hills Private Wealth's Lloyds Banking Group position peaked at $268K in Q3 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.