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Cary Street Partners Investment Advisory’s Lloyds Banking Group LYG Stock Holding History

Cary Street Partners Investment Advisory’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 		$59.9K Buy
+10,282
New +$55.8K 0.01% 573
2020
Q4 		– Sell
-1,735
Closed -$2K – 655
2020
Q3 		$2K Buy
+1,735
New +$2.43K ﹤0.01% 917

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cary Street Partners Investment Advisory's LYG Position: Q2 2026 in Review

Cary Street Partners Investment Advisory opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 10,282 shares worth $59.9K. The stake represents 0.01% of the portfolio and ranks #573 among its holdings. This is a return to the name: Cary Street Partners Investment Advisory previously reported a position in LYG as recently as Q3 2020.

Cary Street Partners Investment Advisory first reported a position in LYG in Q3 2020 and has held it in 2 quarters since. 383 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cary Street Partners Investment Advisory held 10,282 shares of Lloyds Banking Group worth $59.9K as of Q2 2026.
  • Lloyds Banking Group was a new Cary Street Partners Investment Advisory position in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #573 holding.
  • Cary Street Partners Investment Advisory first reported a position in Lloyds Banking Group in Q3 2020 and has held it in 2 quarters since.
  • 383 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.