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Brinker Capital Investments’s Lloyds Banking Group LYG Stock Holding History

Brinker Capital Investments’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 		$2.15M Buy
369,578
+86,308
+30% +$468K 0.02% 759
2026
Q1 		$1.42M Buy
283,270
+50,249
+22% +$276K 0.01% 923
2025
Q4 		$1.24M Buy
233,021
+37,583
+19% +$182K 0.01% 1126
2025
Q3 		$887K Sell
195,438
-23,723
-11% -$104K 0.01% 1291
2025
Q2 		$931K Sell
219,161
-716,786
-77% -$2.85M 0.01% 1227
2025
Q1 		$3.58M Buy
935,947
+83,317
+10% +$276K 0.04% 462
2024
Q4 		$2.32M Sell
852,630
-92,950
-10% -$265K 0.02% 629
2024
Q3 		$2.95M Buy
945,580
+397,454
+73% +$1.19M 0.03% 515
2024
Q2 		$1.5M Buy
548,126
+396,044
+260% +$1.06M 0.02% 780
2024
Q1 		$394K Sell
152,082
-40,308
-21% -$92.5K ﹤0.01% 1369
2023
Q4 		$469K Sell
192,390
-37,351
-16% -$80K 0.01% 1235
2023
Q3 		$489K Buy
229,741
+7,275
+3% +$15.8K 0.01% 1213
2023
Q2 		$489K Buy
222,466
+114,042
+105% +$262K 0.01% 1216
2023
Q1 		$252K Buy
108,424
+2,094
+2% +$5.07K ﹤0.01% 1411
2022
Q4 		$234K Sell
106,330
-22,876
-18% -$47.1K ﹤0.01% 1243
2022
Q3 		$231K Sell
129,206
-11,882
-8% -$24.7K ﹤0.01% 1225
2022
Q2 		$288K Buy
141,088
+7,343
+5% +$16.2K 0.01% 1184
2022
Q1 		$322K Buy
133,745
+37,993
+40% +$101K 0.01% 1197
2021
Q4 		$244K Buy
+95,752
New +$244K ﹤0.01% 1312

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

Brinker Capital Investments's LYG Position: Q2 2026 in Review

Brinker Capital Investments increased its Lloyds Banking Group (LYG) stake by 30% in Q2 2026, buying an estimated $468K and bringing the position to 369,578 shares worth $2.15M. The position accounts for 0.02% of the portfolio, ranked #759.

Brinker Capital Investments first reported a position in LYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.58M in Q1 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Brinker Capital Investments held 369,578 shares of Lloyds Banking Group worth $2.15M as of Q2 2026.
  • Brinker Capital Investments bought 86,308 Lloyds Banking Group shares in Q2 2026, an estimated $468K.
  • Lloyds Banking Group made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #759 holding.
  • Brinker Capital Investments first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 19 quarters since.
  • Brinker Capital Investments's Lloyds Banking Group position peaked at $3.58M in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.