Cherrydale Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Cherrydale Wealth Management’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	$62.3K	Hold	10,694	–	–	0.02%	84
2026 Q1	$53.8K	Hold	10,694	–	–	0.02%	76
2025 Q4	$56.7K	Hold	10,694	–	–	0.02%	79
2025 Q3	$48.6K	Hold	10,694	–	–	0.02%	80
2025 Q2	$45.5K	Sell	10,694 -1,410	-12%	-$5.61K	0.02%	74
2025 Q1	$46.2K	Hold	12,104	–	–	0.02%	73
2024 Q4	$32.9K	Hold	12,104	–	–	0.01%	73
2024 Q3	$37.8K	Hold	12,104	–	–	0.02%	69
2024 Q2	$33K	Hold	12,104	–	–	0.01%	67
2024 Q1	$31.3K	Sell	12,104 -129	-1%	-$296	0.01%	62
2023 Q4	$29.2K	Buy	+12,233	New	+$26.2K	0.02%	50

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

Cherrydale Wealth Management's LYG Position: Q2 2026 in Review

Cherrydale Wealth Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 10,694 shares worth $62.3K. The position accounts for 0.02% of the portfolio, ranked #84.

Cherrydale Wealth Management first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 607 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Cherrydale Wealth Management held 10,694 shares of Lloyds Banking Group worth $62.3K as of Q2 2026.
Cherrydale Wealth Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.02% of Cherrydale Wealth Management's portfolio in Q2 2026, its #84 holding.
Cherrydale Wealth Management first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
607 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.