Creative Financial Designs’s Lloyds Banking Group LYG Stock Holding History

Creative Financial Designs’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	$16.2K	Hold	2,786	–	–	﹤0.01%	1374
2026 Q1	$14K	Hold	2,786	–	–	﹤0.01%	1307
2025 Q4	$14.8K	Hold	2,786	–	–	﹤0.01%	1240
2025 Q3	$12.6K	Buy	2,786 +137	+5%	+$599	﹤0.01%	1296
2025 Q2	$11.3K	Hold	2,649	–	–	﹤0.01%	1307
2025 Q1	$10.1K	Buy	+2,649	New	+$8.76K	﹤0.01%	1297
2023 Q3	–	Sell	-100	Closed	-$220	–	1536
2023 Q2	$220	Buy	+100	New	+$229	﹤0.01%	1442
2017 Q3	–	Sell	-4	Closed	–	–	792
2017 Q2	$0	Hold	4	–	–	﹤0.01%	804
2017 Q1	$0	Buy	+4	New	+$13	﹤0.01%	808

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Creative Financial Designs's LYG Position: Q2 2026 in Review

Creative Financial Designs held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 2,786 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Creative Financial Designs first reported a position in LYG in Q1 2017 and has held it in 9 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Creative Financial Designs held 2,786 shares of Lloyds Banking Group worth $16.2K as of Q2 2026.
Creative Financial Designs left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1374 holding.
Creative Financial Designs first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 9 quarters since.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.