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Cardinal Point Capital Management’s Lloyds Banking Group LYG Stock Holding History

Cardinal Point Capital Management’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 		$146K Buy
+24,987
New +$135K 0.01% 292

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LMFP
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AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Cardinal Point Capital Management's LYG Position: Q2 2026 in Review

Cardinal Point Capital Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 24,987 shares worth $146K. The stake represents 0.01% of the portfolio and ranks #292 among its holdings.

135 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cardinal Point Capital Management held 24,987 shares of Lloyds Banking Group worth $146K as of Q2 2026.
  • Lloyds Banking Group was a new Cardinal Point Capital Management position in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Cardinal Point Capital Management's portfolio in Q2 2026, its #292 holding.
  • 135 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.