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Cetera Trust Company’s Lloyds Banking Group LYG Stock Holding History

Cetera Trust Company’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 		$581K Hold
99,725
– – 0.29% 65
2026
Q1 		$502K Hold
99,725
– – 0.28% 68
2025
Q4 		$529K Hold
99,725
– – 0.28% 66
2025
Q3 		$453K Hold
99,725
– – 0.25% 74
2025
Q2 		$424K Buy
99,725
+2,650
+3% +$10.5K 0.25% 75
2025
Q1 		$371K Hold
97,075
– – 0.24% 71
2024
Q4 		$264K Buy
97,075
+7,600
+8% +$21.7K 0.17% 119
2024
Q3 		$279K Hold
89,475
– – 0.17% 115
2024
Q2 		$244K Hold
89,475
– – 0.15% 122
2024
Q1 		$232K Sell
89,475
-14,345
-14% -$32.9K 0.14% 139
2023
Q4 		$248K Buy
+103,820
New +$222K 0.15% 125

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 Trust Company's LYG Position: Q2 2026 in Review

Cetera Trust Company held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 99,725 shares worth $581K. The position accounts for 0.29% of the portfolio, ranked #65.

Cetera Trust Company first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cetera Trust Company held 99,725 shares of Lloyds Banking Group worth $581K as of Q2 2026.
  • Cetera Trust Company left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.29% of Cetera Trust Company's portfolio in Q2 2026, its #65 holding.
  • Cetera Trust Company first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cetera Trust Company's 13F filing for Q2 2026, filed 13 Aug 2026.