Cromwell Holdings’s Lloyds Banking Group LYG Stock Holding History

Cromwell Holdings’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	$244K	Hold	41,924	–	–	0.11%	166
2026 Q1	$211K	Hold	41,924	–	–	0.12%	178
2025 Q4	$222K	Hold	41,924	–	–	0.12%	158
2025 Q3	$190K	Hold	41,924	–	–	0.1%	194
2025 Q2	$178K	Hold	41,924	–	–	0.11%	184
2025 Q1	$160K	Hold	41,924	–	–	0.1%	201
2024 Q4	$114K	Hold	41,924	–	–	0.07%	261
2024 Q3	$131K	Hold	41,924	–	–	0.08%	241
2024 Q2	$114K	Buy	+41,924	New	+$112K	0.07%	250

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cromwell Holdings's LYG Position: Q2 2026 in Review

Cromwell Holdings held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 41,924 shares worth $244K. The position accounts for 0.11% of the portfolio, ranked #166.

Cromwell Holdings first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Cromwell Holdings held 41,924 shares of Lloyds Banking Group worth $244K as of Q2 2026.
Cromwell Holdings left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.11% of Cromwell Holdings's portfolio in Q2 2026, its #166 holding.
Cromwell Holdings first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.