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Cape Investment Advisory’s Lloyds Banking Group LYG Stock Holding History

Cape Investment Advisory’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 		$334K Sell
57,334
-1,854
-3% -$10.1K 0.09% 169
2026
Q1 		$298K Sell
59,188
-2,757
-4% -$15.1K 0.1% 175
2025
Q4 		$328K Buy
61,945
+2,955
+5% +$14.3K 0.1% 153
2025
Q3 		$268K Buy
58,990
+1,779
+3% +$7.78K 0.26% 92
2025
Q2 		$243K Buy
57,211
+1,832
+3% +$7.28K 0.09% 169
2025
Q1 		$212K Sell
55,379
-3,530
-6% -$11.7K 0.08% 171
2024
Q4 		$160K Buy
58,909
+1,077
+2% +$3.08K 0.06% 193
2024
Q3 		$180K Sell
57,832
-2,385
-4% -$7.16K 0.07% 177
2024
Q2 		$164K Sell
60,217
-583
-1% -$1.56K 0.07% 175
2024
Q1 		$157K Buy
60,800
+3,147
+5% +$7.22K 0.07% 169
2023
Q4 		$138K Buy
57,653
+1,148
+2% +$2.46K 0.07% 181
2023
Q3 		$120K Buy
56,505
+2,539
+5% +$5.51K 0.07% 188
2023
Q2 		$119K Buy
53,966
+5,015
+10% +$11.5K 0.07% 183
2023
Q1 		$114K Buy
+48,951
New +$118K 0.07% 176

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

Cape Investment Advisory's LYG Position: Q2 2026 in Review

Cape Investment Advisory reduced its Lloyds Banking Group (LYG) stake by 3.1% in Q2 2026, selling an estimated $10.1K and leaving 57,334 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #169.

Cape Investment Advisory first reported a position in LYG in Q1 2023 and has held it in 14 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cape Investment Advisory held 57,334 shares of Lloyds Banking Group worth $334K as of Q2 2026.
  • Cape Investment Advisory sold 1,854 Lloyds Banking Group shares in Q2 2026, an estimated $10.1K.
  • Lloyds Banking Group made up 0.09% of Cape Investment Advisory's portfolio in Q2 2026, its #169 holding.
  • Cape Investment Advisory first reported a position in Lloyds Banking Group in Q1 2023 and has held it in 14 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.