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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

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

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. 613 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.
  • 613 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.