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Cornerstone Planning Group’s Lloyds Banking Group LYG Stock Holding History

Cornerstone Planning 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 		$31.9K Buy
5,203
+66
+1% +$358 ﹤0.01% 523
2026
Q1 		$26.7K Buy
5,137
+2,915
+131% +$16K ﹤0.01% 581
2025
Q4 		$12.9K Buy
2,222
+271
+14% +$1.31K ﹤0.01% 720
2025
Q3 		$9.13K Buy
1,951
+695
+55% +$3.04K ﹤0.01% 801
2025
Q2 		$5.44K Sell
1,256
-403
-24% -$1.6K ﹤0.01% 702
2025
Q1 		$6.49K Buy
1,659
+976
+143% +$3.23K ﹤0.01% 664
2024
Q4 		$2.08K Sell
683
-258
-27% -$737 ﹤0.01% 787
2024
Q3 		$2.64K Buy
941
+178
+23% +$534 ﹤0.01% 712
2024
Q2 		$2.08K Buy
763
+454
+147% +$1.22K ﹤0.01% 756
2024
Q1 		$804 Buy
309
+59
+24% +$135 ﹤0.01% 828
2023
Q4 		$598 Hold
250
– – ﹤0.01% 762
2023
Q3 		$533 Buy
250
+140
+127% +$304 ﹤0.01% 883
2023
Q2 		$242 Buy
+110
New +$252 ﹤0.01% 1510

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

Cornerstone Planning Group's LYG Position: Q2 2026 in Review

Cornerstone Planning Group increased its Lloyds Banking Group (LYG) stake by 1.3% in Q2 2026, buying an estimated $358 and bringing the position to 5,203 shares worth $31.9K. The position accounts for ﹤0.01% of the portfolio, ranked #523.

Cornerstone Planning Group first reported a position in LYG in Q2 2023 and has held it in 13 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cornerstone Planning Group held 5,203 shares of Lloyds Banking Group worth $31.9K as of Q2 2026.
  • Cornerstone Planning Group bought 66 Lloyds Banking Group shares in Q2 2026, an estimated $358.
  • Lloyds Banking Group made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #523 holding.
  • Cornerstone Planning Group first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 13 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.