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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
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

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

CoreCap Advisors's LYG Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 172 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2693 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in LYG as recently as Q4 2024.

CoreCap Advisors first reported a position in LYG in Q3 2024 and has held it in 3 quarters since. The position peaked at $2.49M in Q3 2024. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • CoreCap Advisors held 172 shares of Lloyds Banking Group worth $1K as of Q2 2026.
  • Lloyds Banking Group was a new CoreCap Advisors position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2693 holding.
  • CoreCap Advisors first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 3 quarters since.
  • CoreCap Advisors's Lloyds Banking Group position peaked at $2.49M in Q3 2024.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.