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Callan Family Office’s Lloyds Banking Group LYG Stock Holding History

Callan Family Office’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 		$1.99M Buy
341,114
+21,504
+7% +$117K 0.04% 393
2026
Q1 		$1.61M Buy
319,610
+42,285
+15% +$232K 0.04% 420
2025
Q4 		$1.47M Buy
277,325
+71,942
+35% +$348K 0.03% 434
2025
Q3 		$932K Sell
205,383
-48,669
-19% -$213K 0.03% 398
2025
Q2 		$1.08M Buy
254,052
+183,095
+258% +$728K 0.03% 380
2025
Q1 		$271K Sell
70,957
-8,719
-11% -$28.8K 0.02% 446
2024
Q4 		$217K Buy
+79,676
New +$228K 0.01% 583

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

Callan Family Office's LYG Position: Q2 2026 in Review

Callan Family Office increased its Lloyds Banking Group (LYG) stake by 6.7% in Q2 2026, buying an estimated $117K and bringing the position to 341,114 shares worth $1.99M. The position accounts for 0.04% of the portfolio, ranked #393.

Callan Family Office first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Callan Family Office held 341,114 shares of Lloyds Banking Group worth $1.99M as of Q2 2026.
  • Callan Family Office bought 21,504 Lloyds Banking Group shares in Q2 2026, an estimated $117K.
  • Lloyds Banking Group made up 0.04% of Callan Family Office's portfolio in Q2 2026, its #393 holding.
  • Callan Family Office first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.