Coldstream Capital Management’s Lloyds Banking Group LYG Stock Holding History

Coldstream Capital 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	$1.04M	Sell	178,898 -113,521	-39%	-$616K	0.01%	477
2026 Q1	$1.47M	Buy	292,419 +25,757	+10%	+$141K	0.02%	369
2025 Q4	$1.41M	Sell	266,662 -41,127	-13%	-$199K	0.02%	365
2025 Q3	$1.4M	Buy	307,789 +146,507	+91%	+$640K	0.02%	386
2025 Q2	$685K	Buy	161,282 +131,937	+450%	+$524K	0.01%	537
2025 Q1	$112K	Buy	29,345 +3,554	+14%	+$11.8K	﹤0.01%	1296
2024 Q4	$70.2K	Sell	25,791 -9,407	-27%	-$26.9K	﹤0.01%	1051
2024 Q3	$110K	Sell	35,198 -47	-0.1%	-$141	﹤0.01%	1063
2024 Q2	$96.2K	Buy	35,245 +17,225	+96%	+$46.2K	﹤0.01%	967
2024 Q1	$46.7K	Sell	18,020 -3,096	-15%	-$7.11K	﹤0.01%	994
2023 Q4	$50.5K	Buy	+21,116	New	+$45.2K	﹤0.01%	935
2023 Q1	–	Sell	-10,237	Closed	-$22.5K	–	850
2022 Q4	$22.5K	Buy	+10,237	New	+$21.1K	﹤0.01%	807

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

Coldstream Capital Management's LYG Position: Q2 2026 in Review

Coldstream Capital Management reduced its Lloyds Banking Group (LYG) stake by 39% in Q2 2026, selling an estimated $616K and leaving 178,898 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #477.

Coldstream Capital Management first reported a position in LYG in Q4 2022 and has held it in 12 quarters since. The position peaked at $1.47M in Q1 2026. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Coldstream Capital Management held 178,898 shares of Lloyds Banking Group worth $1.04M as of Q2 2026.
Coldstream Capital Management sold 113,521 Lloyds Banking Group shares in Q2 2026, an estimated $616K.
Lloyds Banking Group made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #477 holding.
Coldstream Capital Management first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 12 quarters since.
Coldstream Capital Management's Lloyds Banking Group position peaked at $1.47M in Q1 2026.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.