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Chicago Trust’s Lloyds Banking Group LYG Stock Holding History

Chicago Trust’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 		$245K Hold
42,000
– – 0.04% 346
2026
Q1 		$211K Hold
42,000
– – 0.03% 360
2025
Q4 		$223K Hold
42,000
– – 0.03% 362
2025
Q3 		$191K Hold
42,000
– – 0.03% 398
2025
Q2 		$179K Buy
+42,000
New +$167K 0.03% 393

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Chicago Trust's LYG Position: Q2 2026 in Review

Chicago Trust held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 42,000 shares worth $245K. The position accounts for 0.04% of the portfolio, ranked #346.

Chicago Trust first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 130 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Chicago Trust held 42,000 shares of Lloyds Banking Group worth $245K as of Q2 2026.
  • Chicago Trust left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.04% of Chicago Trust's portfolio in Q2 2026, its #346 holding.
  • Chicago Trust first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • 130 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Chicago Trust's 13F filing for Q2 2026, filed 16 Jul 2026.