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

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

Creative Planning's LYG Position: Q2 2026 in Review

Creative Planning increased its Lloyds Banking Group (LYG) stake by 2.2% in Q2 2026, buying an estimated $177K and bringing the position to 1,531,629 shares worth $8.93M. The position accounts for 0.01% of the portfolio, ranked #967.

Creative Planning first reported a position in LYG in Q2 2013 and has held it in 53 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Creative Planning held 1,531,629 shares of Lloyds Banking Group worth $8.93M as of Q2 2026.
  • Creative Planning bought 32,709 Lloyds Banking Group shares in Q2 2026, an estimated $177K.
  • Lloyds Banking Group made up 0.01% of Creative Planning's portfolio in Q2 2026, its #967 holding.
  • Creative Planning first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 53 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.