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

Bleakley 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	$473K	Buy	81,162 +40,857	+101%	+$222K	0.01%	801
2026 Q1	$203K	Buy	+40,305	New	+$221K	﹤0.01%	758
2025 Q1	–	Sell	-18,392	Closed	-$50K	–	786
2024 Q4	$50K	Buy	18,392 +2,619	+17%	+$7.48K	﹤0.01%	1020
2024 Q3	$49.2K	Sell	15,773 -4,081	-21%	-$12.2K	﹤0.01%	1000
2024 Q2	$54.2K	Buy	19,854 +288	+1%	+$772	﹤0.01%	975
2024 Q1	$50.7K	Sell	19,566 -1,209	-6%	-$2.77K	﹤0.01%	966
2023 Q4	$49.7K	Buy	20,775 +1,722	+9%	+$3.69K	﹤0.01%	923
2023 Q3	$40.6K	Sell	19,053 -8,854	-32%	-$19.2K	﹤0.01%	857
2023 Q2	$61.4K	Buy	27,907 +650	+2%	+$1.49K	﹤0.01%	896
2023 Q1	$63.2K	Buy	27,257 +1,465	+6%	+$3.54K	﹤0.01%	871
2022 Q4	$56.7K	Buy	+25,792	New	+$53.1K	﹤0.01%	839

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

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

Bleakley Financial Group increased its Lloyds Banking Group (LYG) stake by 101% in Q2 2026, buying an estimated $222K and bringing the position to 81,162 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #801.

Bleakley Financial Group first reported a position in LYG in Q4 2022 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Bleakley Financial Group held 81,162 shares of Lloyds Banking Group worth $473K as of Q2 2026.
Bleakley Financial Group bought 40,857 Lloyds Banking Group shares in Q2 2026, an estimated $222K.
Lloyds Banking Group made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #801 holding.
Bleakley Financial Group first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 11 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.