Bruce G. Allen Investments’s Lloyds Banking Group LYG Stock Holding History

Bruce G. Allen Investments’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	$112K	Sell	19,264 -87	-0.4%	-$472	0.07%	142
2026 Q1	$97.3K	Sell	19,351 -2,830	-13%	-$15.5K	0.06%	163
2025 Q4	$118K	Sell	22,181 -64	-0.3%	-$310	0.08%	134
2025 Q3	$101K	Sell	22,245 -3,500	-14%	-$15.3K	0.07%	154
2025 Q2	$109K	Sell	25,745 -118	-0.5%	-$469	0.08%	143
2025 Q1	$98.8K	Sell	25,863 -17,338	-40%	-$57.3K	0.08%	143
2024 Q4	$118K	Sell	43,201 -768	-2%	-$2.19K	0.1%	130
2024 Q3	$137K	Sell	43,969 -17,422	-28%	-$52.3K	0.11%	121
2024 Q2	$168K	Sell	61,391 -21	-0%	-$56	0.14%	87
2024 Q1	$159K	Buy	61,412 +3,986	+7%	+$9.15K	0.13%	93
2023 Q4	$137K	Buy	+57,426	New	+$123K	0.13%	106

Other funds holding LYG

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bruce G. Allen Investments's LYG Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its Lloyds Banking Group (LYG) stake by 0.45% in Q2 2026, selling an estimated $472 and leaving 19,264 shares worth $112K. The position accounts for 0.07% of the portfolio, ranked #142.

Bruce G. Allen Investments first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $168K in Q2 2024. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Bruce G. Allen Investments held 19,264 shares of Lloyds Banking Group worth $112K as of Q2 2026.
Bruce G. Allen Investments sold 87 Lloyds Banking Group shares in Q2 2026, an estimated $472.
Lloyds Banking Group made up 0.07% of Bruce G. Allen Investments's portfolio in Q2 2026, its #142 holding.
Bruce G. Allen Investments first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's Lloyds Banking Group position peaked at $168K in Q2 2024.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.