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CFO4Life Group’s Lloyds Banking Group LYG Stock Holding History

CFO4Life Group’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 		$136K Buy
23,313
+485
+2% +$2.63K 0.02% 232
2026
Q1 		$115K Sell
22,828
-4,331
-16% -$23.8K 0.02% 205
2025
Q4 		$144K Sell
27,159
-3,104
-10% -$15K 0.02% 234
2025
Q3 		$137K Sell
30,263
-1,256
-4% -$5.49K 0.02% 225
2025
Q2 		$134K Buy
31,519
+5,163
+20% +$20.5K 0.02% 219
2025
Q1 		$101K Sell
26,356
-10,051
-28% -$33.2K 0.02% 214
2024
Q4 		$99K Hold
36,407
– – 0.02% 217
2024
Q3 		$114K Sell
36,407
-3,271
-8% -$9.81K 0.02% 215
2024
Q2 		$108K Buy
39,678
+1,200
+3% +$3.22K 0.02% 199
2024
Q1 		$99.7K Hold
38,478
– – 0.02% 194
2023
Q4 		$92K Sell
38,478
-1,650
-4% -$3.53K 0.02% 182
2023
Q3 		$85.5K Sell
40,128
-6,172
-13% -$13.4K 0.02% 166
2023
Q2 		$102K Buy
46,300
+807
+2% +$1.85K 0.02% 170
2023
Q1 		$106K Buy
45,493
+9,584
+27% +$23.2K 0.02% 159
2022
Q4 		$79K Sell
35,909
-5,805
-14% -$11.9K 0.02% 175
2022
Q3 		$75K Buy
41,714
+344
+0.8% +$714 0.02% 153
2022
Q2 		$84K Sell
41,370
-1,212
-3% -$2.67K 0.02% 144
2022
Q1 		$103K Hold
42,582
– – 0.02% 153
2021
Q4 		$109K Buy
42,582
+1,073
+3% +$2.74K 0.02% 151
2021
Q3 		$102K Buy
41,509
+1,589
+4% +$3.89K 0.02% 140
2021
Q2 		$102K Buy
39,920
+197
+0.5% +$506 0.02% 139
2021
Q1 		$92K Sell
39,723
-5,157
-11% -$10.7K 0.02% 143
2020
Q4 		$88K Hold
44,880
– – 0.03% 138
2020
Q3 		$58K Hold
44,880
– – 0.02% 127
2020
Q2 		$67K Buy
44,880
+13,596
+43% +$20.4K 0.03% 126
2020
Q1 		$47K Buy
31,284
+5,479
+21% +$14.1K 0.03% 113
2019
Q4 		$85K Buy
25,805
+1,945
+8% +$5.88K 0.04% 126
2019
Q3 		$63K Buy
23,860
+287
+1% +$744 0.03% 119
2019
Q2 		$67K Buy
23,573
+8,758
+59% +$27.1K 0.03% 120
2019
Q1 		$48K Buy
+14,815
New +$45.3K 0.02% 120

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

CFO4Life Group's LYG Position: Q2 2026 in Review

CFO4Life Group increased its Lloyds Banking Group (LYG) stake by 2.1% in Q2 2026, buying an estimated $2.63K and bringing the position to 23,313 shares worth $136K. The position accounts for 0.02% of the portfolio, ranked #232.

CFO4Life Group first reported a position in LYG in Q1 2019 and has held it in 30 quarters since. The position peaked at $144K in Q4 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • CFO4Life Group held 23,313 shares of Lloyds Banking Group worth $136K as of Q2 2026.
  • CFO4Life Group bought 485 Lloyds Banking Group shares in Q2 2026, an estimated $2.63K.
  • Lloyds Banking Group made up 0.02% of CFO4Life Group's portfolio in Q2 2026, its #232 holding.
  • CFO4Life Group first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 30 quarters since.
  • CFO4Life Group's Lloyds Banking Group position peaked at $144K in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.