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Cresset Asset Management’s Lloyds Banking Group LYG Stock Holding History

Cresset Asset Management’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 		– Sell
-14,251
Closed -$71.7K – 1804
2026
Q1 		$71.7K Buy
+14,251
New +$78.2K ﹤0.01% 1557
2025
Q2 		– Sell
-18,416
Closed -$70.3K – 1643
2025
Q1 		$70.3K Buy
18,416
+3,508
+24% +$11.6K ﹤0.01% 1639
2024
Q4 		$40.5K Sell
14,908
-173,782
-92% -$496K ﹤0.01% 1682
2024
Q3 		$589K Sell
188,690
-5,299
-3% -$15.9K ﹤0.01% 1429
2024
Q2 		$530K Buy
193,989
+24,954
+15% +$66.9K ﹤0.01% 1417
2024
Q1 		$438K Sell
169,035
-9,129
-5% -$20.9K ﹤0.01% 1398
2023
Q4 		$426K Sell
178,164
-16,356
-8% -$35K ﹤0.01% 1306
2023
Q3 		$414K Buy
194,520
+19,108
+11% +$41.4K ﹤0.01% 1276
2023
Q2 		$386K Buy
+175,412
New +$402K ﹤0.01% 1399
2022
Q4 		– Sell
-43,459
Closed -$78K – 826
2022
Q3 		$78K Buy
43,459
+17,321
+66% +$36K ﹤0.01% 843
2022
Q2 		$53K Sell
26,138
-9,271
-26% -$20.5K ﹤0.01% 902
2022
Q1 		$86K Buy
35,409
+7,316
+26% +$19.5K ﹤0.01% 953
2021
Q4 		$72K Sell
28,093
-76,994
-73% -$196K ﹤0.01% 1098
2021
Q3 		$258K Buy
105,087
+19,926
+23% +$48.8K ﹤0.01% 915
2021
Q2 		$217K Buy
85,161
+9,150
+12% +$23.5K ﹤0.01% 919
2021
Q1 		$176K Hold
76,011
– – ﹤0.01% 877
2020
Q4 		$149K Buy
76,011
+7,229
+11% +$12.2K ﹤0.01% 741
2020
Q3 		$89K Buy
68,782
+35,914
+109% +$50.4K ﹤0.01% 687
2020
Q2 		$49K Sell
32,868
-10,742
-25% -$16.1K ﹤0.01% 640
2020
Q1 		$66K Sell
43,610
-14,995
-26% -$38.6K ﹤0.01% 567
2019
Q4 		$194K Sell
58,605
-2,844
-5% -$8.6K 0.01% 564
2019
Q3 		$162K Sell
61,449
-9,285
-13% -$24.1K 0.01% 511
2019
Q2 		$201K Buy
70,734
+23,896
+51% +$73.9K 0.01% 445
2019
Q1 		$150K Buy
46,838
+5,653
+14% +$17.3K 0.01% 445
2018
Q4 		$105K Buy
+41,185
New +$117K 0.01% 316

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

Cresset Asset Management's LYG Position: Q2 2026 in Review

Cresset Asset Management sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 14,251 shares — an estimated $71.7K sold.

Cresset Asset Management first reported a position in LYG in Q4 2018 and held it in 25 quarters. The position peaked at $589K in Q3 2024. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cresset Asset Management reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Cresset Asset Management sold 14,251 Lloyds Banking Group shares in Q2 2026, an estimated $71.7K.
  • Cresset Asset Management first reported a position in Lloyds Banking Group in Q4 2018 and held it in 25 quarters.
  • Cresset Asset Management's Lloyds Banking Group position peaked at $589K in Q3 2024.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.