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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
Q2 		$218K Buy
37,450
+10,014
+36% +$54.3K 0.02% 449
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

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

Continuum Advisory's LYG Position: Q2 2026 in Review

Continuum Advisory increased its Lloyds Banking Group (LYG) stake by 36% in Q2 2026, buying an estimated $54.3K and bringing the position to 37,450 shares worth $218K. The position accounts for 0.02% of the portfolio, ranked #449.

Continuum Advisory first reported a position in LYG in Q1 2022 and has held it in 18 quarters since. The position peaked at $304K in Q4 2023. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Continuum Advisory held 37,450 shares of Lloyds Banking Group worth $218K as of Q2 2026.
  • Continuum Advisory bought 10,014 Lloyds Banking Group shares in Q2 2026, an estimated $54.3K.
  • Lloyds Banking Group made up 0.02% of Continuum Advisory's portfolio in Q2 2026, its #449 holding.
  • Continuum Advisory first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 18 quarters since.
  • Continuum Advisory's Lloyds Banking Group position peaked at $304K in Q4 2023.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.