Cookson Peirce & Co’s Lloyds Banking Group LYG Stock Holding History

Cookson Peirce & Co’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	$1.79M	Sell	307,663 -16,920	-5%	-$91.8K	0.06%	149
2026 Q1	$1.63M	Sell	324,583 -104,375	-24%	-$573K	0.07%	128
2025 Q4	$2.27M	Sell	428,958 -114,720	-21%	-$555K	0.09%	105
2025 Q3	$2.47M	Buy	543,678 +11,083	+2%	+$48.4K	0.1%	97
2025 Q2	$2.26M	Buy	+532,595	New	+$2.12M	0.1%	97
2015 Q3	–	Sell	-10,702	Closed	-$58K	–	146
2015 Q2	$58K	Buy	+10,702	New	+$55.7K	0.01%	124
2014 Q3	–	Sell	-22,560	Closed	-$116K	–	135
2014 Q2	$116K	Hold	22,560	–	–	0.03%	123
2014 Q1	$115K	Buy	22,560 +11,200	+99%	+$60.8K	0.03%	135
2013 Q4	$60K	Buy	+11,360	New	+$57K	0.02%	129

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cookson Peirce & Co's LYG Position: Q2 2026 in Review

Cookson Peirce & Co reduced its Lloyds Banking Group (LYG) stake by 5.2% in Q2 2026, selling an estimated $91.8K and leaving 307,663 shares worth $1.79M. The position accounts for 0.06% of the portfolio, ranked #149.

Cookson Peirce & Co first reported a position in LYG in Q4 2013 and has held it in 9 quarters since. The position peaked at $2.47M in Q3 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Cookson Peirce & Co held 307,663 shares of Lloyds Banking Group worth $1.79M as of Q2 2026.
Cookson Peirce & Co sold 16,920 Lloyds Banking Group shares in Q2 2026, an estimated $91.8K.
Lloyds Banking Group made up 0.06% of Cookson Peirce & Co's portfolio in Q2 2026, its #149 holding.
Cookson Peirce & Co first reported a position in Lloyds Banking Group in Q4 2013 and has held it in 9 quarters since.
Cookson Peirce & Co's Lloyds Banking Group position peaked at $2.47M in Q3 2025.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cookson Peirce & Co's 13F filing for Q2 2026, filed 23 Jul 2026.