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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
Q2 		$269K Buy
46,210
+3,913
+9% +$21.2K 0.01% 1044
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

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

CreativeOne Wealth's LYG Position: Q2 2026 in Review

CreativeOne Wealth increased its Lloyds Banking Group (LYG) stake by 9.3% in Q2 2026, buying an estimated $21.2K and bringing the position to 46,210 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #1044.

CreativeOne Wealth first reported a position in LYG in Q1 2022 and has held it in 18 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • CreativeOne Wealth held 46,210 shares of Lloyds Banking Group worth $269K as of Q2 2026.
  • CreativeOne Wealth bought 3,913 Lloyds Banking Group shares in Q2 2026, an estimated $21.2K.
  • Lloyds Banking Group made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1044 holding.
  • CreativeOne Wealth first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 18 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.