Crux Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Crux Wealth Advisors’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	-10,574	Closed	-$53.2K	–	195
2026 Q1	$53.2K	Buy	10,574 +384	+4%	+$2.11K	0.02%	181
2025 Q4	$54K	Buy	+10,190	New	+$49.3K	0.02%	176
2025 Q2	–	Sell	-10,182	Closed	-$38.9K	–	177
2025 Q1	$38.9K	Hold	10,182	–	–	0.02%	168
2024 Q4	$27.7K	Buy	+10,182	New	+$29.1K	0.02%	150

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

Crux Wealth Advisors's LYG Position: Q2 2026 in Review

Crux Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 10,574 shares — an estimated $53.2K sold.

Crux Wealth Advisors first reported a position in LYG in Q4 2024 and held it in 4 quarters. The position peaked at $54K in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Crux Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
Crux Wealth Advisors sold 10,574 Lloyds Banking Group shares in Q2 2026, an estimated $53.2K.
Crux Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2024 and held it in 4 quarters.
Crux Wealth Advisors's Lloyds Banking Group position peaked at $54K in Q4 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.