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BSW Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

BSW Wealth Partners’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 		$346K Sell
59,279
-31,184
-34% -$169K 0.04% 232
2026
Q1 		$455K Buy
90,463
+27,025
+43% +$148K 0.06% 189
2025
Q4 		$336K Buy
63,438
+641
+1% +$3.1K 0.04% 224
2025
Q3 		$285K Buy
62,797
+23,110
+58% +$101K 0.04% 258
2025
Q2 		$169K Buy
39,687
+703
+2% +$2.79K 0.02% 312
2025
Q1 		$149K Sell
38,984
-2,955
-7% -$9.77K 0.02% 300
2024
Q4 		$114K Buy
41,939
+4,903
+13% +$14K 0.02% 302
2024
Q3 		$116K Sell
37,036
-1,696
-4% -$5.09K 0.02% 297
2024
Q2 		$106K Sell
38,732
-6,536
-14% -$17.5K 0.02% 291
2024
Q1 		$117K Sell
45,268
-49,979
-52% -$115K 0.02% 297
2023
Q4 		$228K Buy
95,247
+11,636
+14% +$24.9K 0.05% 244
2023
Q3 		$178K Buy
83,611
+35,599
+74% +$77.2K 0.04% 232
2023
Q2 		$106K Sell
48,012
-984
-2% -$2.26K 0.02% 269
2023
Q1 		$114K Sell
48,996
-16,783
-26% -$40.6K 0.02% 306
2022
Q4 		$145K Sell
65,779
-31,014
-32% -$63.8K 0.03% 291
2022
Q3 		$173K Buy
96,793
+29,844
+45% +$62K 0.04% 257
2022
Q2 		$137K Buy
66,949
+8,450
+14% +$18.6K 0.03% 265
2022
Q1 		$141K Buy
58,499
+38,187
+188% +$102K 0.04% 283
2021
Q4 		$52K Buy
+20,312
New +$51.8K 0.01% 257
2021
Q3 		– Sell
-20,899
Closed -$53K – 263
2021
Q2 		$53K Buy
+20,899
New +$53.7K 0.01% 240
2021
Q1 		– Sell
-13,628
Closed -$27K – 222
2020
Q4 		$27K Sell
13,628
-446
-3% -$752 0.01% 183
2020
Q3 		$18K Buy
+14,074
New +$19.7K 0.01% 155
2018
Q4 		– Sell
-23,304
Closed -$71K – 119
2018
Q3 		$71K Hold
23,304
– – 0.03% 138
2018
Q2 		$78K Buy
23,304
+5,385
+30% +$19.1K 0.03% 91
2018
Q1 		$67K Hold
17,919
– – 0.03% 86
2017
Q4 		$67K Buy
+17,919
New +$64.6K 0.03% 89

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

BSW Wealth Partners's LYG Position: Q2 2026 in Review

BSW Wealth Partners reduced its Lloyds Banking Group (LYG) stake by 34% in Q2 2026, selling an estimated $169K and leaving 59,279 shares worth $346K. The position accounts for 0.04% of the portfolio, ranked #232.

BSW Wealth Partners first reported a position in LYG in Q4 2017 and has held it in 26 quarters since. The position peaked at $455K in Q1 2026. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • BSW Wealth Partners held 59,279 shares of Lloyds Banking Group worth $346K as of Q2 2026.
  • BSW Wealth Partners sold 31,184 Lloyds Banking Group shares in Q2 2026, an estimated $169K.
  • Lloyds Banking Group made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #232 holding.
  • BSW Wealth Partners first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 26 quarters since.
  • BSW Wealth Partners's Lloyds Banking Group position peaked at $455K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.