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Crumly & Associates’s Lloyds Banking Group LYG Stock Holding History

Crumly & Associates’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 		$144K Sell
24,754
-650
-3% -$3.52K 0.03% 193
2026
Q1 		$128K Buy
25,404
+1,789
+8% +$9.81K 0.03% 200
2025
Q4 		$125K Sell
23,615
-3,621
-13% -$17.5K 0.03% 203
2025
Q3 		$124K Sell
27,236
-3,136
-10% -$13.7K 0.03% 193
2025
Q2 		$129K Sell
30,372
-5,790
-16% -$23K 0.03% 158
2025
Q1 		$138K Buy
36,162
+2,884
+9% +$9.54K 0.04% 163
2024
Q4 		$90.5K Buy
33,278
+8,042
+32% +$23K 0.02% 152
2024
Q3 		$78.7K Sell
25,236
-2,101
-8% -$6.3K 0.02% 146
2024
Q2 		$74.6K Sell
27,337
-442
-2% -$1.19K 0.02% 136
2024
Q1 		$71.9K Hold
27,779
– – 0.02% 131
2023
Q4 		$66.4K Sell
27,779
-27
-0.1% -$58 0.02% 126
2023
Q3 		$59.2K Buy
27,806
+1,500
+6% +$3.25K 0.02% 113
2023
Q2 		$57.9K Buy
+26,306
New +$60.3K 0.02% 116

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Crumly & Associates's LYG Position: Q2 2026 in Review

Crumly & Associates reduced its Lloyds Banking Group (LYG) stake by 2.6% in Q2 2026, selling an estimated $3.52K and leaving 24,754 shares worth $144K. The position accounts for 0.03% of the portfolio, ranked #193.

Crumly & Associates first reported a position in LYG in Q2 2023 and has held it in 13 quarters since. 242 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Crumly & Associates held 24,754 shares of Lloyds Banking Group worth $144K as of Q2 2026.
  • Crumly & Associates sold 650 Lloyds Banking Group shares in Q2 2026, an estimated $3.52K.
  • Lloyds Banking Group made up 0.03% of Crumly & Associates's portfolio in Q2 2026, its #193 holding.
  • Crumly & Associates first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 13 quarters since.
  • 242 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Crumly & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.