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Brighton Jones LLC’s Lloyds Banking Group LYG Stock Holding History

Brighton Jones 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 		$291K Buy
49,887
+6,507
+15% +$35.3K 0.01% 1069
2026
Q1 		$218K Buy
+43,380
New +$238K ﹤0.01% 1056
2025
Q4 		– Sell
-31,077
Closed -$141K – 567
2025
Q3 		$141K Buy
31,077
+12,299
+65% +$53.8K ﹤0.01% 982
2025
Q2 		$79.8K Buy
18,778
+2,613
+16% +$10.4K ﹤0.01% 896
2025
Q1 		$61.8K Buy
16,165
+566
+4% +$1.87K ﹤0.01% 686
2024
Q4 		$42.4K Buy
15,599
+601
+4% +$1.72K ﹤0.01% 671
2024
Q3 		$46.8K Sell
14,998
-188
-1% -$564 ﹤0.01% 571
2024
Q2 		$41.5K Buy
15,186
+2,097
+16% +$5.63K ﹤0.01% 621
2024
Q1 		$33.9K Buy
13,089
+874
+7% +$2.01K ﹤0.01% 618
2023
Q4 		$29.2K Buy
+12,215
New +$26.2K ﹤0.01% 569
2022
Q1 		– Sell
-11,502
Closed -$29K – 534
2021
Q4 		$29K Buy
11,502
+417
+4% +$1.06K ﹤0.01% 525
2021
Q3 		$27K Buy
+11,085
New +$27.2K ﹤0.01% 482
2018
Q1 		– Sell
-18,361
Closed -$69K – 301
2017
Q4 		$69K Buy
18,361
+6,082
+50% +$21.9K 0.01% 288
2017
Q3 		$45K Sell
12,279
-16
-0.1% -$56 0.01% 292
2017
Q2 		$43K Buy
+12,295
New +$43.7K 0.01% 272
2016
Q4 		– Sell
-11,578
Closed -$33.2K – 164
2016
Q3 		$33.2K Buy
+11,578
New +$34.4K 0.01% 232
2014
Q4 		– Sell
-15,569
Closed -$78K – 206
2014
Q3 		$78K Sell
15,569
-929
-6% -$4.67K 0.02% 203
2014
Q2 		$85K Buy
16,498
+929
+6% +$4.82K 0.02% 191
2014
Q1 		$79K Hold
15,569
– – 0.02% 186
2013
Q4 		$83K Buy
+15,569
New +$78.1K 0.02% 192

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

Brighton Jones LLC's LYG Position: Q2 2026 in Review

Brighton Jones LLC increased its Lloyds Banking Group (LYG) stake by 15% in Q2 2026, buying an estimated $35.3K and bringing the position to 49,887 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1069.

Brighton Jones LLC first reported a position in LYG in Q4 2013 and has held it in 20 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Brighton Jones LLC held 49,887 shares of Lloyds Banking Group worth $291K as of Q2 2026.
  • Brighton Jones LLC bought 6,507 Lloyds Banking Group shares in Q2 2026, an estimated $35.3K.
  • Lloyds Banking Group made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #1069 holding.
  • Brighton Jones LLC first reported a position in Lloyds Banking Group in Q4 2013 and has held it in 20 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.