Brown Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Brown Financial Advisors’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	$262K	Buy	+52,001	New	+$285K	0.1%	171

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

Brown Financial Advisors's LYG Position: Q1 2026 in Review

Brown Financial Advisors opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 52,001 shares worth $262K. The stake represents 0.1% of the portfolio and ranks #171 among its holdings.

569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Brown Financial Advisors held 52,001 shares of Lloyds Banking Group worth $262K as of Q1 2026.
Lloyds Banking Group was a new Brown Financial Advisors position in Q1 2026.
Lloyds Banking Group made up 0.1% of Brown Financial Advisors's portfolio in Q1 2026, its #171 holding.
569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Brown Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.