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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coldstream Capital Management's LYG Position: Q1 2026 in Review

Coldstream Capital Management increased its Lloyds Banking Group (LYG) stake by 9.7% in Q1 2026, buying an estimated $141K and bringing the position to 292,419 shares worth $1.47M. The position accounts for 0.02% of the portfolio, ranked #369.

Coldstream Capital Management first reported a position in LYG in Q4 2022 and has held it in 11 quarters since. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Coldstream Capital Management held 292,419 shares of Lloyds Banking Group worth $1.47M as of Q1 2026.
Coldstream Capital Management bought 25,757 Lloyds Banking Group shares in Q1 2026, an estimated $141K.
Lloyds Banking Group made up 0.02% of Coldstream Capital Management's portfolio in Q1 2026, its #369 holding.
Coldstream Capital Management first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 11 quarters since.
569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Coldstream Capital Management's 13F filing for Q1 2026, filed 8 May 2026.