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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
2020
Q4 		– Sell
-40,561
Closed -$53K – 417
2020
Q3 		$53K Buy
+40,561
New +$56.9K 0.01% 263

Other funds holding LYG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 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. 208 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.
  • 208 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.