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Curated Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Curated Wealth Partners’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
-21,353
Closed -$107K – 874
2026
Q1 		$107K Hold
21,353
– – 0.01% 224
2025
Q4 		$113K Buy
+21,353
New +$103K 0.01% 205

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CGH
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QCM
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TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Curated Wealth Partners's LYG Position: Q2 2026 in Review

Curated Wealth Partners sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 21,353 shares — an estimated $107K sold.

Curated Wealth Partners first reported a position in LYG in Q4 2025 and held it in 2 quarters. The position peaked at $113K in Q4 2025. 198 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Curated Wealth Partners reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Curated Wealth Partners sold 21,353 Lloyds Banking Group shares in Q2 2026, an estimated $107K.
  • Curated Wealth Partners first reported a position in Lloyds Banking Group in Q4 2025 and held it in 2 quarters.
  • Curated Wealth Partners's Lloyds Banking Group position peaked at $113K in Q4 2025.
  • 198 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.