Brentview Investment Management’s Lloyds Banking Group LYG Stock Holding History

Brentview Investment Management’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	$111K	Sell	19,108 -7,633	-29%	-$41.4K	0.04%	41
2026 Q1	$135K	Hold	26,741	–	–	0.06%	40
2025 Q4	$142K	Hold	26,741	–	–	0.06%	42
2025 Q3	$121K	Hold	26,741	–	–	0.06%	43
2025 Q2	$114K	Hold	26,741	–	–	0.06%	43
2025 Q1	$102K	Buy	26,741 +15,463	+137%	+$51.1K	0.05%	43
2024 Q4	$30.7K	Buy	+11,278	New	+$32.2K	0.02%	41

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

Brentview Investment Management's LYG Position: Q2 2026 in Review

Brentview Investment Management reduced its Lloyds Banking Group (LYG) stake by 29% in Q2 2026, selling an estimated $41.4K and leaving 19,108 shares worth $111K. The position accounts for 0.04% of the portfolio, ranked #41.

Brentview Investment Management first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $142K in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Brentview Investment Management held 19,108 shares of Lloyds Banking Group worth $111K as of Q2 2026.
Brentview Investment Management sold 7,633 Lloyds Banking Group shares in Q2 2026, an estimated $41.4K.
Lloyds Banking Group made up 0.04% of Brentview Investment Management's portfolio in Q2 2026, its #41 holding.
Brentview Investment Management first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
Brentview Investment Management's Lloyds Banking Group position peaked at $142K in Q4 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Brentview Investment Management's 13F filing for Q2 2026, filed 30 Jul 2026.