CI
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CX Institutional’s Lloyds Banking Group LYG Stock Holding History

CX Institutional’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
Q3 		$5K Buy
880
+12
+1% +$72 ﹤0.01% 1448
2026
Q2 		$5K Buy
868
+19
+2% +$103 ﹤0.01% 1368
2026
Q1 		$4K Sell
849
-154
-15% -$845 ﹤0.01% 1379
2025
Q4 		$5K Buy
1,003
+154
+18% +$746 ﹤0.01% 1274
2025
Q3 		$4K Hold
849
– – ﹤0.01% 1277
2025
Q2 		$4K Hold
849
– – ﹤0.01% 1114
2025
Q1 		$3K Buy
+849
New +$2.81K ﹤0.01% 1111

Other funds holding LYG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

CX Institutional's LYG Position: Q3 2026 in Review

CX Institutional increased its Lloyds Banking Group (LYG) stake by 1.4% in Q3 2026, buying an estimated $72 and bringing the position to 880 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

CX Institutional first reported a position in LYG in Q1 2025 and has held it in 7 quarters since. 19 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • CX Institutional held 880 shares of Lloyds Banking Group worth $5K as of Q3 2026.
  • CX Institutional bought 12 Lloyds Banking Group shares in Q3 2026, an estimated $72.
  • Lloyds Banking Group made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1448 holding.
  • CX Institutional first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 7 quarters since.
  • 19 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.