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Carter Financial Group’s Lloyds Banking Group LYG Stock Holding History

Carter Financial Group’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 		$58.4K Sell
10,013
-15,031
-60% -$81.5K 0.03% 133
2026
Q1 		$126K Buy
25,044
+725
+3% +$3.98K 0.08% 121
2025
Q4 		$129K Buy
+24,319
New +$118K 0.08% 117

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

Carter Financial Group's LYG Position: Q2 2026 in Review

Carter Financial Group reduced its Lloyds Banking Group (LYG) stake by 60% in Q2 2026, selling an estimated $81.5K and leaving 10,013 shares worth $58.4K. The position accounts for 0.03% of the portfolio, ranked #133.

Carter Financial Group first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $129K in Q4 2025. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Carter Financial Group held 10,013 shares of Lloyds Banking Group worth $58.4K as of Q2 2026.
  • Carter Financial Group sold 15,031 Lloyds Banking Group shares in Q2 2026, an estimated $81.5K.
  • Lloyds Banking Group made up 0.03% of Carter Financial Group's portfolio in Q2 2026, its #133 holding.
  • Carter Financial Group first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
  • Carter Financial Group's Lloyds Banking Group position peaked at $129K in Q4 2025.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Carter Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.