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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Financial Designs's LYG Position: Q1 2026 in Review

Creative Financial Designs held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 2,786 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

Creative Financial Designs first reported a position in LYG in Q1 2017 and has held it in 8 quarters since. The position peaked at $14.8K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Creative Financial Designs held 2,786 shares of Lloyds Banking Group worth $14K as of Q1 2026.
Creative Financial Designs left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1307 holding.
Creative Financial Designs first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 8 quarters since.
Creative Financial Designs's Lloyds Banking Group position peaked at $14.8K in Q4 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.