CoreCap Advisors
LYG icon

CoreCap Advisors’s Lloyds Banking Group LYG Stock Holding History

CoreCap 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
Q3 		$484 Sell
86
-86
-50% -$515 ﹤0.01% 2809
2026
Q2 		$1K Buy
+172
New +$933 ﹤0.01% 2693
2025
Q1 		– Sell
-762,526
Closed -$2.07M – 3244
2024
Q4 		$2.07M Sell
762,526
-33,950
-4% -$97K 0.09% 210
2024
Q3 		$2.49M Buy
+796,476
New +$2.39M 0.12% 186

Other funds holding LYG

Mondrian Investment Partners
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AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

CoreCap Advisors's LYG Position: Q3 2026 in Review

CoreCap Advisors reduced its Lloyds Banking Group (LYG) stake by 50% in Q3 2026, selling an estimated $515 and leaving 86 shares worth $484. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

CoreCap Advisors first reported a position in LYG in Q3 2024 and has held it in 4 quarters since. The position peaked at $2.49M in Q3 2024. 158 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • CoreCap Advisors held 86 shares of Lloyds Banking Group worth $484 as of Q3 2026.
  • CoreCap Advisors sold 86 Lloyds Banking Group shares in Q3 2026, an estimated $515.
  • Lloyds Banking Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2809 holding.
  • CoreCap Advisors first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 4 quarters since.
  • CoreCap Advisors's Lloyds Banking Group position peaked at $2.49M in Q3 2024.
  • 158 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.