Clearstead Advisors’s Lloyds Banking Group LYG Stock Holding History

Clearstead Advisors’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	$276K	Sell	47,258 -47,258	-50%	-$256K	﹤0.01%	955
2026 Q1	$475K	Buy	+94,516	New	+$519K	﹤0.01%	725
2025 Q1	–	Sell	-200	Closed	-$544	–	2267
2024 Q4	$544	Sell	200 -4,272	-96%	-$12.2K	﹤0.01%	1975
2024 Q3	$14K	Hold	4,472	–	–	﹤0.01%	1515
2024 Q2	$12.2K	Buy	+4,472	New	+$12K	﹤0.01%	1507
2021 Q2	–	Sell	-3,330	Closed	-$8K	–	1288
2021 Q1	$8K	Buy	+3,330	New	+$6.92K	﹤0.01%	815

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

Clearstead Advisors's LYG Position: Q2 2026 in Review

Clearstead Advisors reduced its Lloyds Banking Group (LYG) stake by 50% in Q2 2026, selling an estimated $256K and leaving 47,258 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

Clearstead Advisors first reported a position in LYG in Q1 2021 and has held it in 6 quarters since. The position peaked at $475K in Q1 2026. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Clearstead Advisors held 47,258 shares of Lloyds Banking Group worth $276K as of Q2 2026.
Clearstead Advisors sold 47,258 Lloyds Banking Group shares in Q2 2026, an estimated $256K.
Lloyds Banking Group made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #955 holding.
Clearstead Advisors first reported a position in Lloyds Banking Group in Q1 2021 and has held it in 6 quarters since.
Clearstead Advisors's Lloyds Banking Group position peaked at $475K in Q1 2026.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.