Brooklyn Investment Group’s Lloyds Banking Group LYG Stock Holding History

Brooklyn Investment Group’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 Q1	$3.03M	Buy	602,194 +148,173	+33%	+$813K	0.09%	173
2025 Q4	$2.41M	Buy	454,021 +314,481	+225%	+$1.52M	0.11%	148
2025 Q3	$590K	Sell	139,540 -3,294	-2%	-$14.4K	0.08%	243
2025 Q2	$607K	Buy	142,834 +57,317	+67%	+$228K	0.08%	247
2025 Q1	$327K	Buy	+85,517	New	+$283K	0.07%	246

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Brooklyn Investment Group's LYG Position: Q1 2026 in Review

Brooklyn Investment Group increased its Lloyds Banking Group (LYG) stake by 33% in Q1 2026, buying an estimated $813K and bringing the position to 602,194 shares worth $3.03M. The position accounts for 0.09% of the portfolio, ranked #173.

Brooklyn Investment Group first reported a position in LYG in Q1 2025 and has held it in 5 quarters since. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Brooklyn Investment Group held 602,194 shares of Lloyds Banking Group worth $3.03M as of Q1 2026.
Brooklyn Investment Group bought 148,173 Lloyds Banking Group shares in Q1 2026, an estimated $813K.
Lloyds Banking Group made up 0.09% of Brooklyn Investment Group's portfolio in Q1 2026, its #173 holding.
Brooklyn Investment Group first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 5 quarters since.
569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.