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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 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. 101 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.
  • 101 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.