Creative Planning
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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
2021
Q1 		– Sell
-4,000
Closed -$2K – 2672
2020
Q4 		$2K Buy
+4,000
New +$6.74K ﹤0.01% 2302

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.