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Brookstone Capital Management’s Lloyds Banking Group LYG Stock Holding History

Brookstone Capital 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 		$502K Sell
86,064
-112
-0.1% -$607 0.01% 934
2026
Q1 		$433K Buy
86,176
+35,407
+70% +$194K 0.01% 911
2025
Q4 		$269K Buy
50,769
+3,423
+7% +$16.6K ﹤0.01% 1022
2025
Q3 		$215K Sell
47,346
-2,145
-4% -$9.38K ﹤0.01% 1078
2025
Q2 		$210K Buy
49,491
+3,816
+8% +$15.2K ﹤0.01% 1011
2025
Q1 		$174K Sell
45,675
-3,235
-7% -$10.7K ﹤0.01% 985
2024
Q4 		$133K Buy
48,910
+10,981
+29% +$31.4K ﹤0.01% 969
2024
Q3 		$118K Buy
37,929
+108
+0.3% +$324 ﹤0.01% 983
2024
Q2 		$115K Sell
37,821
-695
-2% -$1.86K ﹤0.01% 933
2024
Q1 		$99.8K Buy
38,516
+4,167
+12% +$9.56K ﹤0.01% 907
2023
Q4 		$82.1K Buy
34,349
+2,827
+9% +$6.05K ﹤0.01% 849
2023
Q3 		$63K Sell
31,522
-3,145
-9% -$6.82K ﹤0.01% 811
2023
Q2 		$75.6K Buy
34,667
+2,071
+6% +$4.75K ﹤0.01% 806
2023
Q1 		$77.6K Buy
32,596
+1,494
+5% +$3.62K ﹤0.01% 810
2022
Q4 		$72.8K Buy
31,102
+1,006
+3% +$2.07K ﹤0.01% 799
2022
Q3 		$51K Buy
30,096
+1,030
+4% +$2.14K ﹤0.01% 767
2022
Q2 		$59K Sell
29,066
-3,143
-10% -$6.94K ﹤0.01% 746
2022
Q1 		$74K Buy
32,209
+912
+3% +$2.42K ﹤0.01% 757
2021
Q4 		$89K Buy
31,297
+11,542
+58% +$29.4K ﹤0.01% 733
2021
Q3 		$51K Buy
19,755
+1,394
+8% +$3.42K ﹤0.01% 717
2021
Q2 		$47K Sell
18,361
-3,293
-15% -$8.46K ﹤0.01% 706
2021
Q1 		$50K Sell
21,654
-2,035
-9% -$4.23K ﹤0.01% 497
2020
Q4 		$46K Sell
23,689
-21,038
-47% -$35.5K ﹤0.01% 464
2020
Q3 		$58K Sell
44,727
-2,203
-5% -$3.09K ﹤0.01% 435
2020
Q2 		$70K Sell
46,930
-2,391
-5% -$3.59K ﹤0.01% 347
2020
Q1 		$74K Sell
49,321
-1,115
-2% -$2.87K ﹤0.01% 319
2019
Q4 		$167K Buy
50,436
+152
+0.3% +$460 0.01% 391
2019
Q3 		$133K Buy
50,284
+11,727
+30% +$30.4K 0.01% 423
2019
Q2 		$110K Buy
38,557
+13,972
+57% +$43.2K 0.01% 425
2019
Q1 		$79K Sell
24,585
-2,459
-9% -$7.52K 0.01% 389
2018
Q4 		$69K Buy
+27,044
New +$76.9K 0.01% 297

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

Brookstone Capital Management's LYG Position: Q2 2026 in Review

Brookstone Capital Management reduced its Lloyds Banking Group (LYG) stake by 0.13% in Q2 2026, selling an estimated $607 and leaving 86,064 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #934.

Brookstone Capital Management first reported a position in LYG in Q4 2018 and has held it in 31 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Brookstone Capital Management held 86,064 shares of Lloyds Banking Group worth $502K as of Q2 2026.
  • Brookstone Capital Management sold 112 Lloyds Banking Group shares in Q2 2026, an estimated $607.
  • Lloyds Banking Group made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #934 holding.
  • Brookstone Capital Management first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 31 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.