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CPA Asset Management’s Lloyds Banking Group LYG Stock Holding History

CPA Asset Management’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 		$135K Hold
23,185
– – 0.04% 97
2026
Q1 		$117K Sell
23,185
-1,289
-5% -$7.07K 0.04% 99
2025
Q4 		$130K Buy
+24,474
New +$119K 0.05% 106

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

CPA Asset Management's LYG Position: Q2 2026 in Review

CPA Asset Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 23,185 shares worth $135K. The position accounts for 0.04% of the portfolio, ranked #97.

CPA Asset Management first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. 244 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • CPA Asset Management held 23,185 shares of Lloyds Banking Group worth $135K as of Q2 2026.
  • CPA Asset Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.04% of CPA Asset Management's portfolio in Q2 2026, its #97 holding.
  • CPA Asset Management first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
  • 244 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.