CAPTRUST Financial Advisors
LYG icon

CAPTRUST Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

CAPTRUST Financial 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 		$2.19M Buy
375,421
+44,685
+14% +$242K ﹤0.01% 1252
2026
Q1 		$1.66M Buy
330,736
+206,505
+166% +$1.13M ﹤0.01% 1301
2025
Q4 		$658K Buy
124,231
+1,438
+1% +$6.96K ﹤0.01% 1743
2025
Q3 		$557K Buy
122,793
+10,029
+9% +$43.8K ﹤0.01% 1743
2025
Q2 		$479K Buy
112,764
+11,814
+12% +$47K ﹤0.01% 1752
2025
Q1 		$386K Buy
100,950
+56,167
+125% +$186K ﹤0.01% 1799
2024
Q4 		$122K Sell
44,783
-75,007
-63% -$214K ﹤0.01% 2189
2024
Q3 		$374K Sell
119,790
-9,760
-8% -$29.3K ﹤0.01% 1758
2024
Q2 		$354K Sell
129,550
-55,647
-30% -$149K ﹤0.01% 1710
2024
Q1 		$480K Sell
185,197
-67,027
-27% -$154K ﹤0.01% 1501
2023
Q4 		$603K Sell
252,224
-2,132
-0.8% -$4.57K ﹤0.01% 1611
2023
Q3 		$542K Buy
254,356
+174,831
+220% +$379K ﹤0.01% 1605
2023
Q2 		$175K Sell
79,525
-1,768
-2% -$4.05K ﹤0.01% 2297
2023
Q1 		$189K Buy
81,293
+15,981
+24% +$38.7K ﹤0.01% 2067
2022
Q4 		$144K Buy
65,312
+30,134
+86% +$62K ﹤0.01% 2004
2022
Q3 		$63K Buy
35,178
+4,462
+15% +$9.26K ﹤0.01% 1971
2022
Q2 		$63K Buy
30,716
+1,621
+6% +$3.58K ﹤0.01% 2557
2022
Q1 		$70K Buy
29,095
+19,270
+196% +$51.2K ﹤0.01% 2536
2021
Q4 		$25K Buy
9,825
+7,336
+295% +$18.7K ﹤0.01% 3145
2021
Q3 		$6K Hold
2,489
– – ﹤0.01% 3876
2021
Q2 		$6K Sell
2,489
-114
-4% -$293 ﹤0.01% 3785
2021
Q1 		$6K Buy
2,603
+333
+15% +$692 ﹤0.01% 3659
2020
Q4 		$4K Hold
2,270
– – ﹤0.01% 2917
2020
Q3 		$3K Buy
+2,270
New +$3.18K ﹤0.01% 2668
2020
Q1 		– Sell
-52,792
Closed -$176K – 1408
2019
Q4 		$176K Buy
+52,792
New +$160K ﹤0.01% 987

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

CAPTRUST Financial Advisors's LYG Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Lloyds Banking Group (LYG) stake by 14% in Q2 2026, buying an estimated $242K and bringing the position to 375,421 shares worth $2.19M. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

CAPTRUST Financial Advisors first reported a position in LYG in Q4 2019 and has held it in 25 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • CAPTRUST Financial Advisors held 375,421 shares of Lloyds Banking Group worth $2.19M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 44,685 Lloyds Banking Group shares in Q2 2026, an estimated $242K.
  • Lloyds Banking Group made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #1252 holding.
  • CAPTRUST Financial Advisors first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 25 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.