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Brio Consultants’s Lloyds Banking Group LYG Stock Holding History

Brio Consultants’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 		$123K Buy
21,157
+2,509
+13% +$13.6K 0.01% 163
2026
Q1 		$96.8K Sell
18,648
-2,228
-11% -$12.2K 0.01% 151
2025
Q4 		$111K Buy
20,876
+2,814
+16% +$13.6K 0.01% 145
2025
Q3 		$82K Buy
18,062
+435
+2% +$1.9K 0.01% 136
2025
Q2 		$74.9K Sell
17,627
-2,775
-14% -$11K 0.01% 132
2025
Q1 		$77.9K Buy
20,402
+3,667
+22% +$12.1K 0.01% 117
2024
Q4 		$45.5K Buy
16,735
+3,880
+30% +$11.1K 0.01% 115
2024
Q3 		$40.1K Buy
+12,855
New +$38.6K 0.01% 106

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

Brio Consultants's LYG Position: Q2 2026 in Review

Brio Consultants increased its Lloyds Banking Group (LYG) stake by 13% in Q2 2026, buying an estimated $13.6K and bringing the position to 21,157 shares worth $123K. The position accounts for 0.01% of the portfolio, ranked #163.

Brio Consultants first reported a position in LYG in Q3 2024 and has held it in 8 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Brio Consultants held 21,157 shares of Lloyds Banking Group worth $123K as of Q2 2026.
  • Brio Consultants bought 2,509 Lloyds Banking Group shares in Q2 2026, an estimated $13.6K.
  • Lloyds Banking Group made up 0.01% of Brio Consultants's portfolio in Q2 2026, its #163 holding.
  • Brio Consultants first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 8 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.