Creative Planning
LYG icon

Creative Planning’s Lloyds Banking Group LYG Stock Holding History

Creative Planning’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 		$7.54M Buy
1,498,920
+6,314
+0.4% +$34.6K 0.01% 888
2025
Q4 		$7.91M Buy
1,492,606
+37,294
+3% +$181K 0.01% 725
2025
Q3 		$6.61M Buy
1,455,312
+83,606
+6% +$365K 0.01% 737
2025
Q2 		$5.83M Buy
1,371,706
+179,903
+15% +$715K 0.01% 711
2025
Q1 		$4.55M Buy
1,191,803
+215,506
+22% +$713K ﹤0.01% 748
2024
Q4 		$2.66M Buy
976,297
+24,048
+3% +$68.7K ﹤0.01% 968
2024
Q3 		$2.97M Buy
952,249
+129,940
+16% +$390K ﹤0.01% 865
2024
Q2 		$2.24M Buy
822,309
+162,369
+25% +$436K ﹤0.01% 937
2024
Q1 		$1.71M Buy
659,940
+75,968
+13% +$174K ﹤0.01% 1035
2023
Q4 		$1.4M Buy
583,972
+226,208
+63% +$484K ﹤0.01% 1075
2023
Q3 		$762K Sell
357,764
-19,586
-5% -$42.5K ﹤0.01% 1293
2023
Q2 		$830K Buy
377,350
+47,453
+14% +$109K ﹤0.01% 1232
2023
Q1 		$765K Buy
329,897
+177,493
+116% +$430K ﹤0.01% 1220
2022
Q4 		$335K Sell
152,404
-41,099
-21% -$84.6K ﹤0.01% 1656
2022
Q3 		$346K Buy
193,503
+54,064
+39% +$112K ﹤0.01% 1552
2022
Q2 		$284K Buy
139,439
+64,114
+85% +$141K ﹤0.01% 1651
2022
Q1 		$182K Sell
75,325
-7,914
-10% -$21K ﹤0.01% 1905
2021
Q4 		$212K Buy
83,239
+29,824
+56% +$76.1K ﹤0.01% 1834
2021
Q3 		$131K Buy
53,415
+7,282
+16% +$17.8K ﹤0.01% 1916
2021
Q2 		$118K Sell
46,133
-18,993
-29% -$48.8K ﹤0.01% 1858
2021
Q1 		$151K Buy
65,126
+36,853
+130% +$76.5K ﹤0.01% 2166
2020
Q4 		$55K Sell
28,273
-19,076
-40% -$32.1K ﹤0.01% 2092
2020
Q3 		$62K Sell
47,349
-44,391
-48% -$62.2K ﹤0.01% 1887
2020
Q2 		$138K Buy
91,740
+6,425
+8% +$9.64K ﹤0.01% 1607
2020
Q1 		$129K Buy
85,315
+1,812
+2% +$4.67K ﹤0.01% 1483
2019
Q4 		$276K Buy
83,503
+20,607
+33% +$62.3K ﹤0.01% 1450
2019
Q3 		$166K Buy
62,896
+10,465
+20% +$27.1K ﹤0.01% 1645
2019
Q2 		$149K Sell
52,431
-3,780
-7% -$11.7K ﹤0.01% 1683
2019
Q1 		$180K Buy
56,211
+6,754
+14% +$20.7K ﹤0.01% 1614
2018
Q4 		$127K Sell
49,457
-21,809
-31% -$62K ﹤0.01% 1591
2018
Q3 		$217K Sell
71,266
-101,642
-59% -$326K ﹤0.01% 1626
2018
Q2 		$576K Sell
172,908
-9,213
-5% -$32.7K ﹤0.01% 996
2018
Q1 		$677K Buy
182,121
+7,840
+4% +$30.4K ﹤0.01% 930
2017
Q4 		$654K Buy
174,281
+976
+0.6% +$3.52K ﹤0.01% 922
2017
Q3 		$634K Sell
173,305
-3,543
-2% -$12.3K ﹤0.01% 936
2017
Q2 		$624K Buy
176,848
+37,708
+27% +$134K ﹤0.01% 908
2017
Q1 		$473K Sell
139,140
-64,582
-32% -$218K ﹤0.01% 1016
2016
Q4 		$632K Sell
203,722
-94,794
-32% -$277K ﹤0.01% 814
2016
Q3 		$857K Buy
298,516
+169,092
+131% +$503K 0.01% 659
2016
Q2 		$384K Buy
129,424
+66,672
+106% +$261K ﹤0.01% 914
2016
Q1 		$248K Buy
62,752
+15,307
+32% +$59.3K ﹤0.01% 1111
2015
Q4 		$207K Sell
47,445
-20,976
-31% -$95.1K ﹤0.01% 1176
2015
Q3 		$315K Buy
68,421
+18,503
+37% +$92.6K ﹤0.01% 947
2015
Q2 		$271K Sell
49,918
-80,851
-62% -$421K ﹤0.01% 815
2015
Q1 		$611K Buy
130,769
+62,167
+91% +$290K 0.01% 655
2014
Q4 		$318K Sell
68,602
-29,192
-30% -$141K ﹤0.01% 908
2014
Q3 		$493K Buy
97,794
+77,748
+388% +$391K 0.01% 659
2014
Q2 		$103K Sell
20,046
-34,250
-63% -$178K ﹤0.01% 1412
2014
Q1 		$276K Buy
54,296
+21,272
+64% +$115K ﹤0.01% 855
2013
Q4 		$176K Buy
33,024
+692
+2% +$3.47K ﹤0.01% 925
2013
Q3 		$156K Hold
32,332
– – ﹤0.01% 871
2013
Q2 		$124K Buy
+32,332
New +$112K ﹤0.01% 871

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Creative Planning's LYG Position: Q1 2026 in Review

Creative Planning increased its Lloyds Banking Group (LYG) stake by 0.42% in Q1 2026, buying an estimated $34.6K and bringing the position to 1,498,920 shares worth $7.54M. The position accounts for 0.01% of the portfolio, ranked #888.

Creative Planning first reported a position in LYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.91M in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Creative Planning held 1,498,920 shares of Lloyds Banking Group worth $7.54M as of Q1 2026.
  • Creative Planning bought 6,314 Lloyds Banking Group shares in Q1 2026, an estimated $34.6K.
  • Lloyds Banking Group made up 0.01% of Creative Planning's portfolio in Q1 2026, its #888 holding.
  • Creative Planning first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 52 quarters since.
  • Creative Planning's Lloyds Banking Group position peaked at $7.91M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.