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Concurrent Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Concurrent Investment 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 		$297K Buy
50,977
+667
+1% +$3.62K ﹤0.01% 1694
2026
Q1 		$253K Buy
50,310
+9,727
+24% +$53.4K ﹤0.01% 1606
2025
Q4 		$215K Buy
40,583
+16,628
+69% +$80.5K ﹤0.01% 1601
2025
Q3 		$109K Sell
23,955
-4,367
-15% -$19.1K ﹤0.01% 1420
2025
Q2 		$120K Buy
28,322
+8,862
+46% +$35.2K ﹤0.01% 1316
2025
Q1 		$74.3K Buy
19,460
+807
+4% +$2.67K ﹤0.01% 1188
2024
Q4 		$50.7K Buy
18,653
+789
+4% +$2.25K ﹤0.01% 1069
2024
Q3 		$55.7K Buy
17,864
+35
+0.2% +$105 ﹤0.01% 1019
2024
Q2 		$48.7K Buy
17,829
+2,228
+14% +$5.98K ﹤0.01% 940
2024
Q1 		$40.4K Sell
15,601
-325
-2% -$746 ﹤0.01% 877
2023
Q4 		$38.1K Buy
+15,926
New +$34.1K ﹤0.01% 835

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

Concurrent Investment Advisors's LYG Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Lloyds Banking Group (LYG) stake by 1.3% in Q2 2026, buying an estimated $3.62K and bringing the position to 50,977 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

Concurrent Investment Advisors first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Concurrent Investment Advisors held 50,977 shares of Lloyds Banking Group worth $297K as of Q2 2026.
  • Concurrent Investment Advisors bought 667 Lloyds Banking Group shares in Q2 2026, an estimated $3.62K.
  • Lloyds Banking Group made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1694 holding.
  • Concurrent Investment Advisors first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.