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Cypress Wealth Services’s Lloyds Banking Group LYG Stock Holding History

Cypress Wealth Services’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 		$517K Sell
88,676
-934
-1% -$5.07K 0.06% 236
2026
Q1 		$451K Sell
89,610
-66
-0.1% -$362 0.06% 236
2025
Q4 		$475K Sell
89,676
-1,168
-1% -$5.66K 0.07% 214
2025
Q3 		$412K Buy
90,844
+34
+0% +$149 0.07% 203
2025
Q2 		$386K Buy
90,810
+205
+0.2% +$815 0.07% 196
2025
Q1 		$346K Sell
90,605
-799
-0.9% -$2.64K 0.07% 190
2024
Q4 		$249K Sell
91,404
-2,086
-2% -$5.96K 0.05% 236
2024
Q3 		$292K Buy
93,490
+962
+1% +$2.89K 0.06% 207
2024
Q2 		$253K Sell
92,528
-521
-0.6% -$1.4K 0.06% 215
2024
Q1 		$241K Sell
93,049
-13,814
-13% -$31.7K 0.06% 225
2023
Q4 		$255K Sell
106,863
-2,120
-2% -$4.54K 0.06% 201
2023
Q3 		$232K Hold
108,983
– – 0.06% 211
2023
Q2 		$254K Buy
108,983
+21,067
+24% +$48.3K 0.07% 202
2023
Q1 		$204K Buy
87,916
+1,112
+1% +$2.69K 0.06% 229
2022
Q4 		$191K Sell
86,804
-2,481
-3% -$5.1K 0.06% 224
2022
Q3 		$168K Buy
89,285
+2,116
+2% +$4.39K 0.06% 216
2022
Q2 		$178K Buy
87,169
+27,105
+45% +$59.8K 0.06% 219
2022
Q1 		$145K Buy
60,064
+14,530
+32% +$38.6K 0.04% 237
2021
Q4 		$116K Buy
45,534
+10,428
+30% +$26.6K 0.03% 226
2021
Q3 		$86K Sell
35,106
-2,274
-6% -$5.57K 0.03% 224
2021
Q2 		$95K Buy
37,380
+6,621
+22% +$17K 0.03% 257
2021
Q1 		$71K Sell
30,759
-8,837
-22% -$18.4K 0.01% 293
2020
Q4 		$78K Buy
+39,596
New +$66.7K 0.02% 283
2020
Q3 		– Sell
-47,496
Closed -$66.6K – 402
2020
Q2 		$71K Buy
47,496
+7,402
+18% +$11.1K 0.02% 267
2020
Q1 		$61K Sell
40,094
-836
-2% -$2.15K 0.02% 241
2019
Q4 		$135K Buy
40,930
+961
+2% +$2.91K 0.03% 251
2019
Q3 		$106K Buy
39,969
+768
+2% +$1.99K 0.03% 248
2019
Q2 		$111K Buy
39,201
+13,126
+50% +$40.6K 0.03% 253
2019
Q1 		$84K Hold
26,075
– – 0.03% 256
2018
Q4 		$67K Buy
+26,075
New +$74.1K 0.03% 220

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

Cypress Wealth Services's LYG Position: Q2 2026 in Review

Cypress Wealth Services reduced its Lloyds Banking Group (LYG) stake by 1% in Q2 2026, selling an estimated $5.07K and leaving 88,676 shares worth $517K. The position accounts for 0.06% of the portfolio, ranked #236.

Cypress Wealth Services first reported a position in LYG in Q4 2018 and has held it in 30 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Cypress Wealth Services held 88,676 shares of Lloyds Banking Group worth $517K as of Q2 2026.
  • Cypress Wealth Services sold 934 Lloyds Banking Group shares in Q2 2026, an estimated $5.07K.
  • Lloyds Banking Group made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #236 holding.
  • Cypress Wealth Services first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 30 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.