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Capital Performance Advisors’s Lloyds Banking Group LYG Stock Holding History

Capital Performance 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 		– Sell
-17,385
Closed -$87.4K – 418
2026
Q1 		$87.4K Buy
17,385
+4,025
+30% +$22.1K 0.01% 459
2025
Q4 		$70.8K Sell
13,360
-121
-0.9% -$586 0.01% 442
2025
Q3 		$61.2K Buy
13,481
+2,523
+23% +$11K 0.01% 342
2025
Q2 		$46.6K Buy
10,958
+951
+10% +$3.78K 0.01% 267
2025
Q1 		$38.2K Buy
+10,007
New +$33.1K 0.01% 256

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

Capital Performance Advisors's LYG Position: Q2 2026 in Review

Capital Performance Advisors sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 17,385 shares — an estimated $87.4K sold.

Capital Performance Advisors first reported a position in LYG in Q1 2025 and held it in 5 quarters. The position peaked at $87.4K in Q1 2026. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Capital Performance Advisors reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Capital Performance Advisors sold 17,385 Lloyds Banking Group shares in Q2 2026, an estimated $87.4K.
  • Capital Performance Advisors first reported a position in Lloyds Banking Group in Q1 2025 and held it in 5 quarters.
  • Capital Performance Advisors's Lloyds Banking Group position peaked at $87.4K in Q1 2026.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.