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Continuum Advisory’s Lloyds Banking Group LYG Stock Holding History

Continuum Advisory’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 		$138K Sell
27,436
-1,155
-4% -$6.34K 0.01% 446
2025
Q4 		$152K Sell
28,591
-3,913
-12% -$18.9K 0.02% 447
2025
Q3 		$148K Sell
32,504
-5,864
-15% -$25.6K 0.02% 428
2025
Q2 		$163K Sell
38,368
-35,322
-48% -$140K 0.02% 409
2025
Q1 		$281K Sell
73,690
-22,192
-23% -$73.4K 0.04% 332
2024
Q4 		$261K Buy
95,882
+4,585
+5% +$13.1K 0.03% 342
2024
Q3 		$252K Buy
91,297
+5,356
+6% +$16.1K 0.03% 351
2024
Q2 		$235K Buy
85,941
+778
+0.9% +$2.09K 0.03% 339
2024
Q1 		$231K Sell
85,163
-41,900
-33% -$96.2K 0.03% 352
2023
Q4 		$304K Buy
127,063
+20,703
+19% +$44.3K 0.04% 367
2023
Q3 		$227K Buy
106,360
+3,296
+3% +$7.15K 0.04% 406
2023
Q2 		$227K Buy
103,064
+2,203
+2% +$5.05K 0.04% 411
2023
Q1 		$234K Buy
100,861
+2,220
+2% +$5.37K 0.04% 389
2022
Q4 		$217K Buy
98,641
+32,271
+49% +$66.4K 0.04% 388
2022
Q3 		$119K Sell
66,370
-2,325
-3% -$4.83K 0.02% 390
2022
Q2 		$140K Buy
68,695
+39,217
+133% +$86.5K 0.03% 387
2022
Q1 		$66K Buy
+29,478
New +$78.4K 0.01% 367

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Continuum Advisory's LYG Position: Q1 2026 in Review

Continuum Advisory reduced its Lloyds Banking Group (LYG) stake by 4% in Q1 2026, selling an estimated $6.34K and leaving 27,436 shares worth $138K. The position accounts for 0.01% of the portfolio, ranked #446.

Continuum Advisory first reported a position in LYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $304K in Q4 2023. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Continuum Advisory held 27,436 shares of Lloyds Banking Group worth $138K as of Q1 2026.
  • Continuum Advisory sold 1,155 Lloyds Banking Group shares in Q1 2026, an estimated $6.34K.
  • Lloyds Banking Group made up 0.01% of Continuum Advisory's portfolio in Q1 2026, its #446 holding.
  • Continuum Advisory first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 17 quarters since.
  • Continuum Advisory's Lloyds Banking Group position peaked at $304K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.