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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bruce G. Allen Investments's LYG Position: Q1 2026 in Review

Bruce G. Allen Investments reduced its Lloyds Banking Group (LYG) stake by 13% in Q1 2026, selling an estimated $15.5K and leaving 19,351 shares worth $97.3K. The position accounts for 0.06% of the portfolio, ranked #163.

Bruce G. Allen Investments first reported a position in LYG in Q4 2023 and has held it in 10 quarters since. The position peaked at $168K in Q2 2024. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Bruce G. Allen Investments held 19,351 shares of Lloyds Banking Group worth $97.3K as of Q1 2026.
Bruce G. Allen Investments sold 2,830 Lloyds Banking Group shares in Q1 2026, an estimated $15.5K.
Lloyds Banking Group made up 0.06% of Bruce G. Allen Investments's portfolio in Q1 2026, its #163 holding.
Bruce G. Allen Investments first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 10 quarters since.
Bruce G. Allen Investments's Lloyds Banking Group position peaked at $168K in Q2 2024.
567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.