Corient Private Wealth
LYG icon

Corient Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Corient Private Wealth’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 		$1.22M Sell
208,533
-14,159
-6% -$76.8K ﹤0.01% 1700
2026
Q1 		$1.1M Sell
222,692
-259,844
-54% -$1.43M ﹤0.01% 1613
2025
Q4 		$2.55M Buy
482,536
+305,208
+172% +$1.48M ﹤0.01% 1393
2025
Q3 		$805K Buy
177,328
+37,376
+27% +$163K ﹤0.01% 1533
2025
Q2 		$595K Buy
139,952
+156
+0.1% +$620 ﹤0.01% 1611
2025
Q1 		$534K Buy
139,796
+15,785
+13% +$52.2K ﹤0.01% 1565
2024
Q4 		$337K Sell
124,011
-8,830
-7% -$25.2K ﹤0.01% 1834
2024
Q3 		$414K Buy
132,841
+33,862
+34% +$102K ﹤0.01% 1842
2024
Q2 		$270K Buy
98,979
+18,645
+23% +$50K ﹤0.01% 1972
2024
Q1 		$208K Sell
80,334
-75,296
-48% -$173K ﹤0.01% 2081
2023
Q4 		$372K Buy
155,630
+55,861
+56% +$120K ﹤0.01% 1762
2023
Q3 		$212K Buy
99,769
+3,790
+4% +$8.22K ﹤0.01% 1894
2023
Q2 		$208K Buy
95,979
+2,277
+2% +$5.22K ﹤0.01% 1859
2023
Q1 		$217K Buy
93,702
+17,355
+23% +$42K ﹤0.01% 1763
2022
Q4 		$168K Buy
+76,347
New +$157K ﹤0.01% 1515

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

Corient Private Wealth's LYG Position: Q2 2026 in Review

Corient Private Wealth reduced its Lloyds Banking Group (LYG) stake by 6.4% in Q2 2026, selling an estimated $76.8K and leaving 208,533 shares worth $1.22M. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Corient Private Wealth first reported a position in LYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Corient Private Wealth held 208,533 shares of Lloyds Banking Group worth $1.22M as of Q2 2026.
  • Corient Private Wealth sold 14,159 Lloyds Banking Group shares in Q2 2026, an estimated $76.8K.
  • Lloyds Banking Group made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1700 holding.
  • Corient Private Wealth first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Lloyds Banking Group position peaked at $2.55M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.