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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

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 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

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. 244 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.
  • 244 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.