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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
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

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

CX Institutional's LYG Position: Q2 2026 in Review

CX Institutional increased its Lloyds Banking Group (LYG) stake by 2.2% in Q2 2026, buying an estimated $103 and bringing the position to 868 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1368.

CX Institutional first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • CX Institutional held 868 shares of Lloyds Banking Group worth $5K as of Q2 2026.
  • CX Institutional bought 19 Lloyds Banking Group shares in Q2 2026, an estimated $103.
  • Lloyds Banking Group made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1368 holding.
  • CX Institutional first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.