Bogart Wealth LLC’s Lloyds Banking Group LYG Stock Holding History

Bogart Wealth LLC’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	$1.64K	Buy	281 +139	+98%	+$754	﹤0.01%	1510
2026 Q1	$714	Hold	142	–	–	﹤0.01%	1513
2025 Q4	$753	Hold	142	–	–	﹤0.01%	1370
2025 Q3	$645	Hold	142	–	–	﹤0.01%	1355
2025 Q2	$604	Hold	142	–	–	﹤0.01%	1297
2025 Q1	$542	Sell	142 -5,553	-98%	-$18.4K	﹤0.01%	1255
2024 Q4	$15.5K	Buy	5,695 +4,695	+470%	+$13.4K	﹤0.01%	639
2024 Q3	$3.12K	Buy	+1,000	New	+$3K	﹤0.01%	910
2020 Q3	–	Sell	-782	Closed	-$1K	–	469
2020 Q2	$1K	Hold	782	–	–	﹤0.01%	425
2020 Q1	$1K	Sell	782 -16,000	-95%	-$41.2K	﹤0.01%	401
2019 Q4	$56K	Hold	16,782	–	–	0.02%	172
2019 Q3	$44K	Buy	+16,782	New	+$43.5K	0.02%	162

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

Bogart Wealth LLC's LYG Position: Q2 2026 in Review

Bogart Wealth LLC increased its Lloyds Banking Group (LYG) stake by 98% in Q2 2026, buying an estimated $754 and bringing the position to 281 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Bogart Wealth LLC first reported a position in LYG in Q3 2019 and has held it in 12 quarters since. The position peaked at $56K in Q4 2019. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Bogart Wealth LLC held 281 shares of Lloyds Banking Group worth $1.64K as of Q2 2026.
Bogart Wealth LLC bought 139 Lloyds Banking Group shares in Q2 2026, an estimated $754.
Lloyds Banking Group made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1510 holding.
Bogart Wealth LLC first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 12 quarters since.
Bogart Wealth LLC's Lloyds Banking Group position peaked at $56K in Q4 2019.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.