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CreativeOne Wealth’s Lloyds Banking Group LYG Stock Holding History

CreativeOne Wealth’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 		$213K Sell
42,297
-2,631
-6% -$14.4K ﹤0.01% 1111
2025
Q4 		$238K Buy
44,928
+10,136
+29% +$49.1K 0.01% 1054
2025
Q3 		$158K Sell
34,792
-8,258
-19% -$36.1K ﹤0.01% 1118
2025
Q2 		$183K Buy
43,050
+2,973
+7% +$11.8K ﹤0.01% 1069
2025
Q1 		$153K Buy
40,077
+1,772
+5% +$5.86K ﹤0.01% 1015
2024
Q4 		$104K Sell
38,305
-4,676
-11% -$13.4K ﹤0.01% 1042
2024
Q3 		$134K Sell
42,981
-580
-1% -$1.74K ﹤0.01% 920
2024
Q2 		$119K Sell
43,561
-3,663
-8% -$9.82K 0.01% 751
2024
Q1 		$122K Buy
47,224
+29,486
+166% +$67.7K ﹤0.01% 857
2023
Q4 		$42K Buy
17,738
+5,447
+44% +$11.7K ﹤0.01% 614
2023
Q3 		$26K Sell
12,291
-1,448
-11% -$3.14K ﹤0.01% 561
2023
Q2 		$30K Sell
13,739
-478
-3% -$1.1K ﹤0.01% 824
2023
Q1 		$33K Sell
14,217
-1,144
-7% -$2.77K ﹤0.01% 786
2022
Q4 		$34K Sell
15,361
-2,091
-12% -$4.3K ﹤0.01% 728
2022
Q3 		$31K Sell
17,452
-2,439
-12% -$5.06K ﹤0.01% 691
2022
Q2 		$41K Sell
19,891
-10,967
-36% -$24.2K ﹤0.01% 708
2022
Q1 		$74K Buy
+30,858
New +$82.1K ﹤0.01% 723

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

CreativeOne Wealth's LYG Position: Q1 2026 in Review

CreativeOne Wealth reduced its Lloyds Banking Group (LYG) stake by 5.9% in Q1 2026, selling an estimated $14.4K and leaving 42,297 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

CreativeOne Wealth first reported a position in LYG in Q1 2022 and has held it in 17 quarters since. The position peaked at $238K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • CreativeOne Wealth held 42,297 shares of Lloyds Banking Group worth $213K as of Q1 2026.
  • CreativeOne Wealth sold 2,631 Lloyds Banking Group shares in Q1 2026, an estimated $14.4K.
  • Lloyds Banking Group made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1111 holding.
  • CreativeOne Wealth first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 17 quarters since.
  • CreativeOne Wealth's Lloyds Banking Group position peaked at $238K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.