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Brown, Lisle/Cummings’s Lloyds Banking Group LYG Stock Holding History

Brown, Lisle/Cummings’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 		$20K Hold
3,428
– – ﹤0.01% 509
2026
Q1 		$17.2K Hold
3,428
– – ﹤0.01% 493
2025
Q4 		$18.2K Hold
3,428
– – ﹤0.01% 438
2025
Q3 		$15.6K Hold
3,428
– – ﹤0.01% 448
2025
Q2 		$14.6K Buy
3,428
+1
+0% +$4 ﹤0.01% 458
2025
Q1 		$13.1K Buy
3,427
+427
+14% +$1.41K ﹤0.01% 459
2024
Q4 		$8.16K Hold
3,000
– – ﹤0.01% 502
2024
Q3 		$9.36K Buy
+3,000
New +$9K ﹤0.01% 476

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

Brown, Lisle/Cummings's LYG Position: Q2 2026 in Review

Brown, Lisle/Cummings held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 3,428 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Brown, Lisle/Cummings 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.

  • Brown, Lisle/Cummings held 3,428 shares of Lloyds Banking Group worth $20K as of Q2 2026.
  • Brown, Lisle/Cummings left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #509 holding.
  • Brown, Lisle/Cummings 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 Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.