Cetera Investment Advisers
LYG icon

Cetera Investment Advisers’s Lloyds Banking Group LYG Stock Holding History

Cetera Investment Advisers’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 		$10.6M Sell
1,817,733
-152,926
-8% -$829K 0.01% 1119
2026
Q1 		$9.91M Buy
1,970,659
+172,594
+10% +$947K 0.01% 1066
2025
Q4 		$9.53M Sell
1,798,065
-52,209
-3% -$253K 0.01% 1060
2025
Q3 		$8.4M Buy
1,850,274
+701,994
+61% +$3.07M 0.01% 1096
2025
Q2 		$4.88M Buy
1,148,280
+18,542
+2% +$73.7K 0.01% 1208
2025
Q1 		$4.32M Sell
1,129,738
-108,782
-9% -$360K 0.01% 1206
2024
Q4 		$3.37M Sell
1,238,520
-169
-0% -$483 0.01% 1280
2024
Q3 		$3.86M Buy
1,238,689
+17,388
+1% +$52.2K 0.01% 1154
2024
Q2 		$3.33M Buy
1,221,301
+6,381
+0.5% +$17.1K 0.01% 1225
2024
Q1 		$3.15M Buy
1,214,920
+1,145,643
+1,654% +$2.63M 0.01% 1254
2023
Q4 		$166K Sell
69,277
-22,049
-24% -$47.2K ﹤0.01% 2079
2023
Q3 		$195K Buy
91,326
+13,700
+18% +$29.7K ﹤0.01% 1989
2023
Q2 		$171K Buy
77,626
+587
+0.8% +$1.35K ﹤0.01% 2016
2023
Q1 		$179K Buy
77,039
+1,351
+2% +$3.27K ﹤0.01% 1983
2022
Q4 		$167K Buy
75,688
+1,891
+3% +$3.89K ﹤0.01% 1937
2022
Q3 		$132K Buy
73,797
+8,496
+13% +$17.6K ﹤0.01% 1551
2022
Q2 		$133K Buy
65,301
+2,096
+3% +$4.63K ﹤0.01% 1716
2022
Q1 		$152K Buy
63,205
+26,871
+74% +$71.5K ﹤0.01% 1761
2021
Q4 		$93K Buy
36,334
+4,267
+13% +$10.9K ﹤0.01% 1801
2021
Q3 		$79K Buy
32,067
+20
+0.1% +$49 ﹤0.01% 1749
2021
Q2 		$82K Buy
32,047
+5,010
+19% +$12.9K ﹤0.01% 1736
2021
Q1 		$63K Sell
27,037
-5,373
-17% -$11.2K ﹤0.01% 1574
2020
Q4 		$64K Buy
32,410
+10,064
+45% +$17K ﹤0.01% 1537
2020
Q3 		$29K Hold
22,346
– – ﹤0.01% 638
2020
Q2 		$34K Hold
22,346
– – ﹤0.01% 607
2020
Q1 		$34K Buy
+22,346
New +$57.6K ﹤0.01% 536

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

Cetera Investment Advisers's LYG Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Lloyds Banking Group (LYG) stake by 7.8% in Q2 2026, selling an estimated $829K and leaving 1,817,733 shares worth $10.6M. The position accounts for 0.01% of the portfolio, ranked #1119.

Cetera Investment Advisers first reported a position in LYG in Q1 2020 and has held it in 26 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cetera Investment Advisers held 1,817,733 shares of Lloyds Banking Group worth $10.6M as of Q2 2026.
  • Cetera Investment Advisers sold 152,926 Lloyds Banking Group shares in Q2 2026, an estimated $829K.
  • Lloyds Banking Group made up 0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #1119 holding.
  • Cetera Investment Advisers first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 26 quarters since.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.