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Blue Trust Inc’s Lloyds Banking Group LYG Stock Holding History

Blue Trust 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 		$726K Sell
124,503
-3,858
-3% -$20.9K 0.01% 374
2026
Q1 		$646K Buy
128,361
+3,401
+3% +$18.7K 0.01% 404
2025
Q4 		$662K Sell
124,960
-8,496
-6% -$41.1K 0.01% 390
2025
Q3 		$606K Sell
133,456
-12,741
-9% -$55.7K 0.01% 429
2025
Q2 		$621K Sell
146,197
-3,403
-2% -$13.5K 0.01% 384
2025
Q1 		$571K Buy
149,600
+18,238
+14% +$60.3K 0.01% 379
2024
Q4 		$357K Sell
131,362
-80,063
-38% -$229K ﹤0.01% 473
2024
Q3 		$577K Buy
211,425
+113,201
+115% +$340K 0.01% 412
2024
Q2 		$254K Buy
98,224
+37,341
+61% +$100K ﹤0.01% 615
2024
Q1 		$158K Sell
60,883
-227
-0.4% -$521 ﹤0.01% 585
2023
Q4 		$130K Sell
61,110
-2,665
-4% -$5.71K ﹤0.01% 586
2023
Q3 		$140K Buy
63,775
+35,953
+129% +$78K ﹤0.01% 527
2023
Q2 		$65K Sell
27,822
-64,958
-70% -$149K ﹤0.01% 612
2023
Q1 		$204K Buy
92,780
+43,953
+90% +$106K ﹤0.01% 535
2022
Q4 		$87K Buy
48,827
+17,089
+54% +$35.2K ﹤0.01% 716
2022
Q3 		$65K Buy
31,738
+20,794
+190% +$43.2K ﹤0.01% 668
2022
Q2 		$26K Buy
+10,944
New +$24.2K ﹤0.01% 889

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Blue Trust Inc's LYG Position: Q2 2026 in Review

Blue Trust Inc reduced its Lloyds Banking Group (LYG) stake by 3% in Q2 2026, selling an estimated $20.9K and leaving 124,503 shares worth $726K. The position accounts for 0.01% of the portfolio, ranked #374.

Blue Trust Inc first reported a position in LYG in Q2 2022 and has held it in 17 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Blue Trust Inc held 124,503 shares of Lloyds Banking Group worth $726K as of Q2 2026.
  • Blue Trust Inc sold 3,858 Lloyds Banking Group shares in Q2 2026, an estimated $20.9K.
  • Lloyds Banking Group made up 0.01% of Blue Trust Inc's portfolio in Q2 2026, its #374 holding.
  • Blue Trust Inc first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 17 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.