CVA Family Office’s Lloyds Banking Group LYG Stock Holding History

CVA Family Office’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	$1.49K	Hold	255	–	–	﹤0.01%	1569
2026 Q1	$1.28K	Hold	255	–	–	﹤0.01%	1608
2025 Q4	$1.35K	Hold	255	–	–	﹤0.01%	1049
2025 Q3	$1.16K	Hold	255	–	–	﹤0.01%	1110
2025 Q2	$1.08K	Sell	255 -238	-48%	-$946	﹤0.01%	1089
2025 Q1	$1.88K	Hold	493	–	–	﹤0.01%	1016
2024 Q4	$1.34K	Hold	493	–	–	﹤0.01%	1047
2024 Q3	$1.54K	Hold	493	–	–	﹤0.01%	1012
2024 Q2	$1.35K	Hold	493	–	–	﹤0.01%	1020
2024 Q1	$1.28K	Hold	493	–	–	﹤0.01%	980
2023 Q4	$1.18K	Buy	+493	New	+$1.06K	﹤0.01%	966

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

CVA Family Office's LYG Position: Q2 2026 in Review

CVA Family Office held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 255 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

CVA Family Office first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.88K in Q1 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

CVA Family Office held 255 shares of Lloyds Banking Group worth $1.49K as of Q2 2026.
CVA Family Office left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1569 holding.
CVA Family Office first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
CVA Family Office's Lloyds Banking Group position peaked at $1.88K in Q1 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.