BOK Financial Private Wealth’s Lloyds Banking Group LYG Stock Holding History

BOK Financial 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	$9.31K	Buy	+1,597	New	+$8.66K	﹤0.01%	409
2019 Q4	–	Sell	-12,200	Closed	-$32K	–	187
2019 Q3	$32K	Buy	12,200 +854	+8%	+$2.21K	﹤0.01%	126
2019 Q2	$32K	Buy	11,346 +613	+6%	+$1.9K	﹤0.01%	123
2019 Q1	$34K	Hold	10,733	–	–	﹤0.01%	120
2018 Q4	$27K	Buy	+10,733	New	+$30.5K	﹤0.01%	126

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

BOK Financial Private Wealth's LYG Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 1,597 shares worth $9.31K. The stake represents ﹤0.01% of the portfolio and ranks #409 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in LYG as recently as Q3 2019.

BOK Financial Private Wealth first reported a position in LYG in Q4 2018 and has held it in 5 quarters since. The position peaked at $34K in Q1 2019. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

BOK Financial Private Wealth held 1,597 shares of Lloyds Banking Group worth $9.31K as of Q2 2026.
Lloyds Banking Group was a new BOK Financial Private Wealth position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #409 holding.
BOK Financial Private Wealth first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 5 quarters since.
BOK Financial Private Wealth's Lloyds Banking Group position peaked at $34K in Q1 2019.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.