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Custom Index Systems’s Lloyds Banking Group LYG Stock Holding History

Custom Index Systems’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 		$346K Sell
59,407
-2,872
-5% -$15.6K 0.12% 189
2026
Q1 		$313K Buy
+62,279
New +$342K 0.14% 197
2025
Q2 		– Sell
-12,339
Closed -$47.1K – 273
2025
Q1 		$47.1K Buy
+12,339
New +$40.8K 0.02% 273

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

Custom Index Systems's LYG Position: Q2 2026 in Review

Custom Index Systems reduced its Lloyds Banking Group (LYG) stake by 4.6% in Q2 2026, selling an estimated $15.6K and leaving 59,407 shares worth $346K. The position accounts for 0.12% of the portfolio, ranked #189.

Custom Index Systems first reported a position in LYG in Q1 2025 and has held it in 3 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Custom Index Systems held 59,407 shares of Lloyds Banking Group worth $346K as of Q2 2026.
  • Custom Index Systems sold 2,872 Lloyds Banking Group shares in Q2 2026, an estimated $15.6K.
  • Lloyds Banking Group made up 0.12% of Custom Index Systems's portfolio in Q2 2026, its #189 holding.
  • Custom Index Systems first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 3 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.