Cambridge Investment Research Advisors
LYG icon

Cambridge Investment Research Advisors’s Lloyds Banking Group LYG Stock Holding History

Cambridge Investment Research Advisors’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 		$747K Buy
128,079
+4,903
+4% +$26.6K ﹤0.01% 2572
2026
Q1 		$620K Buy
123,176
+3,395
+3% +$18.6K ﹤0.01% 2614
2025
Q4 		$635K Sell
119,781
-3,291
-3% -$15.9K ﹤0.01% 2502
2025
Q3 		$559K Sell
123,072
-4,493
-4% -$19.6K ﹤0.01% 2566
2025
Q2 		$542K Buy
127,565
+5,012
+4% +$19.9K ﹤0.01% 2466
2025
Q1 		$468K Sell
122,553
-4,382
-3% -$14.5K ﹤0.01% 2511
2024
Q4 		$345K Sell
126,935
-7,731
-6% -$22.1K ﹤0.01% 2733
2024
Q3 		$420K Buy
134,666
+11,714
+10% +$35.1K ﹤0.01% 2547
2024
Q2 		$336K Buy
122,952
+9,316
+8% +$25K ﹤0.01% 2612
2024
Q1 		$294K Buy
113,636
+5,991
+6% +$13.7K ﹤0.01% 2719
2023
Q4 		$257K Sell
107,645
-14,995
-12% -$32.1K ﹤0.01% 2711
2023
Q3 		$261K Buy
122,640
+19,858
+19% +$43.1K ﹤0.01% 2603
2023
Q2 		$226K Buy
102,782
+14,407
+16% +$33K ﹤0.01% 2775
2023
Q1 		$205K Sell
88,375
-22,762
-20% -$55.1K ﹤0.01% 2806
2022
Q4 		$245K Buy
111,137
+5,363
+5% +$11K ﹤0.01% 2591
2022
Q3 		$189K Buy
105,774
+10,281
+11% +$21.3K ﹤0.01% 2713
2022
Q2 		$195K Buy
95,493
+21,952
+30% +$48.4K ﹤0.01% 2727
2022
Q1 		$177K Buy
73,541
+20,390
+38% +$54.2K ﹤0.01% 2912
2021
Q4 		$136K Buy
53,151
+7,101
+15% +$18.1K ﹤0.01% 2981
2021
Q3 		$113K Buy
46,050
+1,302
+3% +$3.19K ﹤0.01% 2934
2021
Q2 		$114K Sell
44,748
-5,802
-11% -$14.9K ﹤0.01% 2952
2021
Q1 		$117K Buy
50,550
+475
+0.9% +$987 ﹤0.01% 2736
2020
Q4 		$98K Sell
50,075
-106,318
-68% -$179K ﹤0.01% 2606
2020
Q3 		$203K Sell
156,393
-10,560
-6% -$14.8K ﹤0.01% 2231
2020
Q2 		$250K Buy
166,953
+6,214
+4% +$9.32K ﹤0.01% 2031
2020
Q1 		$243K Buy
160,739
+34,954
+28% +$90.1K ﹤0.01% 1812
2019
Q4 		$416K Buy
125,785
+5,778
+5% +$17.5K ﹤0.01% 1697
2019
Q3 		$317K Buy
120,007
+16,249
+16% +$42.1K ﹤0.01% 1783
2019
Q2 		$295K Buy
103,758
+39,293
+61% +$121K ﹤0.01% 1756
2019
Q1 		$207K Sell
64,465
-2,060
-3% -$6.3K ﹤0.01% 2048
2018
Q4 		$170K Buy
66,525
+34,363
+107% +$97.7K ﹤0.01% 1965
2018
Q3 		$98K Sell
32,162
-1,810
-5% -$5.8K ﹤0.01% 2149
2018
Q2 		$113K Sell
33,972
-13,537
-28% -$48.1K ﹤0.01% 2096
2018
Q1 		$177K Sell
47,509
-23,813
-33% -$92.3K ﹤0.01% 1987
2017
Q4 		$267K Sell
71,322
-12,398
-15% -$44.7K ﹤0.01% 1734
2017
Q3 		$306K Sell
83,720
-7,641
-8% -$26.6K ﹤0.01% 1539
2017
Q2 		$323K Buy
+91,361
New +$325K ﹤0.01% 1466

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

Cambridge Investment Research Advisors's LYG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Lloyds Banking Group (LYG) stake by 4% in Q2 2026, buying an estimated $26.6K and bringing the position to 128,079 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #2572.

Cambridge Investment Research Advisors first reported a position in LYG in Q2 2017 and has held it in 37 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cambridge Investment Research Advisors held 128,079 shares of Lloyds Banking Group worth $747K as of Q2 2026.
  • Cambridge Investment Research Advisors bought 4,903 Lloyds Banking Group shares in Q2 2026, an estimated $26.6K.
  • Lloyds Banking Group made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #2572 holding.
  • Cambridge Investment Research Advisors first reported a position in Lloyds Banking Group in Q2 2017 and has held it in 37 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.