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Cooper Financial Group’s Lloyds Banking Group LYG Stock Holding History

Cooper Financial Group’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 		$222K Buy
38,086
+13,709
+56% +$74.3K 0.02% 415
2026
Q1 		$123K Buy
24,377
+571
+2% +$3.13K 0.01% 421
2025
Q4 		$126K Buy
23,806
+3,536
+17% +$17.1K 0.01% 378
2025
Q3 		$92K Sell
20,270
-3,812
-16% -$16.7K 0.01% 383
2025
Q2 		$102K Buy
24,082
+73
+0.3% +$290 0.01% 372
2025
Q1 		$91.7K Buy
24,009
+1,561
+7% +$5.16K 0.01% 377
2024
Q4 		$61.1K Buy
22,448
+5,597
+33% +$16K 0.01% 385
2024
Q3 		$52.6K Buy
16,851
+96
+0.6% +$288 0.01% 380
2024
Q2 		$45.7K Sell
16,755
-177
-1% -$475 0.01% 371
2024
Q1 		$43.9K Buy
+16,932
New +$38.9K 0.01% 349

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

Cooper Financial Group's LYG Position: Q2 2026 in Review

Cooper Financial Group increased its Lloyds Banking Group (LYG) stake by 56% in Q2 2026, buying an estimated $74.3K and bringing the position to 38,086 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #415.

Cooper Financial Group first reported a position in LYG in Q1 2024 and has held it in 10 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cooper Financial Group held 38,086 shares of Lloyds Banking Group worth $222K as of Q2 2026.
  • Cooper Financial Group bought 13,709 Lloyds Banking Group shares in Q2 2026, an estimated $74.3K.
  • Lloyds Banking Group made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #415 holding.
  • Cooper Financial Group first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 10 quarters since.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.