CWP
LYG icon

Concord Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Concord Wealth Partners’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 		$41.8K Buy
+7,176
New +$38.9K ﹤0.01% 389
2026
Q1 		– Sell
-7,203
Closed -$38.2K – 549
2025
Q4 		$38.2K Hold
7,203
– – 0.01% 362
2025
Q3 		$32.7K Buy
7,203
+4,000
+125% +$17.5K ﹤0.01% 395
2025
Q2 		$13.6K Buy
3,203
+147
+5% +$584 ﹤0.01% 507
2025
Q1 		$11.7K Sell
3,056
-997
-25% -$3.3K ﹤0.01% 492
2024
Q4 		$11K Hold
4,053
– – ﹤0.01% 517
2024
Q3 		$12.6K Buy
+4,053
New +$12.2K ﹤0.01% 534
2024
Q2 		– Sell
-9,418
Closed -$24.4K – 894
2024
Q1 		$24.4K Buy
9,418
+5,788
+159% +$13.3K ﹤0.01% 462
2023
Q4 		$8.68K Sell
3,630
-8,419
-70% -$18K ﹤0.01% 581
2023
Q3 		$25.7K Sell
12,049
-466
-4% -$1.01K 0.01% 473
2023
Q2 		$27.5K Buy
12,515
+1,108
+10% +$2.54K 0.01% 456
2023
Q1 		$26.5K Sell
11,407
-1,996
-15% -$4.83K 0.01% 447
2022
Q4 		$29.5K Hold
13,403
– – 0.01% 467
2022
Q3 		$24K Buy
13,403
+1,370
+11% +$2.84K 0.01% 158
2022
Q2 		$25K Hold
12,033
– – 0.01% 496
2022
Q1 		$29K Hold
12,033
– – 0.01% 551
2021
Q4 		$31K Buy
12,033
+4,411
+58% +$11.2K 0.01% 548
2021
Q3 		$19K Sell
7,622
-420
-5% -$1.03K 0.01% 386
2021
Q2 		$21K Sell
8,042
-1,245
-13% -$3.2K 0.01% 490
2021
Q1 		$22K Sell
9,287
-1,080
-10% -$2.24K 0.01% 465
2020
Q4 		$20K Buy
+10,367
New +$17.5K 0.02% 310

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Concord Wealth Partners's LYG Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 7,176 shares worth $41.8K. The stake represents ﹤0.01% of the portfolio and ranks #389 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in LYG as recently as Q4 2025.

Concord Wealth Partners first reported a position in LYG in Q4 2020 and has held it in 21 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Concord Wealth Partners held 7,176 shares of Lloyds Banking Group worth $41.8K as of Q2 2026.
  • Lloyds Banking Group was a new Concord Wealth Partners position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #389 holding.
  • Concord Wealth Partners first reported a position in Lloyds Banking Group in Q4 2020 and has held it in 21 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.