Certuity’s Lloyds Banking Group LYG Stock Holding History

Certuity’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	$83.3K	Hold	14,287	–	–	﹤0.01%	663
2026 Q1	$71.9K	Buy	14,287 +550	+4%	+$3.02K	﹤0.01%	643
2025 Q4	$72.8K	Sell	13,737 -18	-0.1%	-$87	﹤0.01%	574
2025 Q3	$62.4K	Sell	13,755 -1,067	-7%	-$4.66K	﹤0.01%	547
2025 Q2	$63K	Buy	14,822 +1,352	+10%	+$5.37K	0.01%	415
2025 Q1	$51.5K	Buy	13,470 +464	+4%	+$1.53K	0.01%	394
2024 Q4	$35.4K	Buy	13,006 +1,445	+12%	+$4.13K	﹤0.01%	372
2024 Q3	$36.1K	Buy	+11,561	New	+$34.7K	﹤0.01%	351

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Certuity's LYG Position: Q2 2026 in Review

Certuity held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 14,287 shares worth $83.3K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Certuity first reported a position in LYG in Q3 2024 and has held it in 8 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Certuity held 14,287 shares of Lloyds Banking Group worth $83.3K as of Q2 2026.
Certuity left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Certuity's portfolio in Q2 2026, its #663 holding.
Certuity first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 8 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.