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Centurion Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Centurion Wealth 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 		$116K Sell
19,892
-1,652
-8% -$8.96K 0.03% 281
2026
Q1 		$108K Sell
21,544
-91
-0.4% -$499 0.02% 307
2025
Q4 		$115K Buy
21,635
+394
+2% +$1.91K 0.03% 303
2025
Q3 		$96.4K Buy
21,241
+46
+0.2% +$201 0.02% 306
2025
Q2 		$90.1K Buy
21,195
+1,165
+6% +$4.63K 0.03% 231
2025
Q1 		$54.5K Hold
20,030
– – 0.02% 213
2024
Q4 		$54.5K Buy
20,030
+89
+0.4% +$254 0.02% 213
2024
Q3 		$62.2K Buy
+19,941
New +$59.8K 0.02% 216
2024
Q1 		$52.5K Buy
20,270
+788
+4% +$1.81K 0.02% 189
2023
Q4 		$46.6K Sell
19,482
-477
-2% -$1.02K 0.02% 171
2023
Q3 		$42.5K Buy
19,959
+445
+2% +$965 0.02% 153
2023
Q2 		$42.9K Buy
19,514
+4,670
+31% +$10.7K 0.02% 152
2023
Q1 		$34.4K Buy
14,844
+2,036
+16% +$4.93K 0.02% 151
2022
Q4 		$28.2K Buy
+12,808
New +$26.4K 0.02% 154

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

Centurion Wealth Management's LYG Position: Q2 2026 in Review

Centurion Wealth Management reduced its Lloyds Banking Group (LYG) stake by 7.7% in Q2 2026, selling an estimated $8.96K and leaving 19,892 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #281.

Centurion Wealth Management first reported a position in LYG in Q4 2022 and has held it in 14 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Centurion Wealth Management held 19,892 shares of Lloyds Banking Group worth $116K as of Q2 2026.
  • Centurion Wealth Management sold 1,652 Lloyds Banking Group shares in Q2 2026, an estimated $8.96K.
  • Lloyds Banking Group made up 0.03% of Centurion Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Centurion Wealth Management first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 14 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.