Burk Holdings’s Lloyds Banking Group LYG Stock Holding History

Burk Holdings’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	$2.49K	Hold	427	–	–	﹤0.01%	470
2026 Q1	$2.15K	Buy	+427	New	+$2.34K	﹤0.01%	496

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

Burk Holdings's LYG Position: Q2 2026 in Review

Burk Holdings held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 427 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Burk Holdings first reported a position in LYG in Q1 2026 and has held it in 2 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Burk Holdings held 427 shares of Lloyds Banking Group worth $2.49K as of Q2 2026.
Burk Holdings left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Burk Holdings's portfolio in Q2 2026, its #470 holding.
Burk Holdings first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 2 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.