Cornerstone Planning Group
LYG icon

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
Q3 		– Sell
-5,203
Closed -$31.9K – 1051
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

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
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
Royal Palms Capital
Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Cornerstone Planning Group's LYG Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Lloyds Banking Group (LYG) in Q3 2026, closing a stake of 5,203 shares — an estimated $31.9K sold.

Cornerstone Planning Group first reported a position in LYG in Q2 2023 and held it in 13 quarters. The position peaked at $31.9K in Q2 2026. 166 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Lloyds Banking Group position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 5,203 Lloyds Banking Group shares in Q3 2026, an estimated $31.9K.
  • Cornerstone Planning Group first reported a position in Lloyds Banking Group in Q2 2023 and held it in 13 quarters.
  • Cornerstone Planning Group's Lloyds Banking Group position peaked at $31.9K in Q2 2026.
  • 166 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.