Charles Schwab’s Lloyds Banking Group LYG Stock Holding History

Charles Schwab’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	$17.3M	Buy	2,964,818 +458,862	+18%	+$2.49M	﹤0.01%	1903
2026 Q1	$12.6M	Buy	2,505,956 +225,706	+10%	+$1.24M	﹤0.01%	1994
2025 Q4	$12.1M	Buy	2,280,250 +298,140	+15%	+$1.44M	﹤0.01%	2040
2025 Q3	$9M	Buy	1,982,110 +320,906	+19%	+$1.4M	﹤0.01%	2162
2025 Q2	$7.06M	Buy	1,661,204 +309,670	+23%	+$1.23M	﹤0.01%	2175
2025 Q1	$5.16M	Buy	1,351,534 +225,112	+20%	+$744K	﹤0.01%	2257
2024 Q4	$3.06M	Buy	1,126,422 +70,838	+7%	+$202K	﹤0.01%	2544
2024 Q3	$3.29M	Buy	1,055,584 +180,178	+21%	+$541K	﹤0.01%	2556
2024 Q2	$2.39M	Buy	875,406 +278,349	+47%	+$747K	﹤0.01%	2647
2024 Q1	$1.55M	Buy	597,057 +197,878	+50%	+$454K	﹤0.01%	2668
2023 Q4	$954K	Buy	399,179 +138,829	+53%	+$297K	﹤0.01%	2847
2023 Q3	$555K	Buy	260,350 +67,485	+35%	+$146K	﹤0.01%	3011
2023 Q2	$424K	Buy	192,865 +54,666	+40%	+$125K	﹤0.01%	3132
2023 Q1	$321K	Buy	138,199 +66,927	+94%	+$162K	﹤0.01%	3074
2022 Q4	$157K	Buy	+71,272	New	+$147K	﹤0.01%	3217

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

Charles Schwab's LYG Position: Q2 2026 in Review

Charles Schwab increased its Lloyds Banking Group (LYG) stake by 18% in Q2 2026, buying an estimated $2.49M and bringing the position to 2,964,818 shares worth $17.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Charles Schwab first reported a position in LYG in Q4 2022 and has held it in 15 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Charles Schwab held 2,964,818 shares of Lloyds Banking Group worth $17.3M as of Q2 2026.
Charles Schwab bought 458,862 Lloyds Banking Group shares in Q2 2026, an estimated $2.49M.
Lloyds Banking Group made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1903 holding.
Charles Schwab first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 15 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.