DecisionPoint Financial’s Lloyds Banking Group LYG Stock Holding History

DecisionPoint Financial’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	$2.95K	Hold	500	–	–	﹤0.01%	278
2026 Q1	$2.52K	Hold	500	–	–	﹤0.01%	265
2025 Q4	$2.65K	Hold	500	–	–	﹤0.01%	306
2025 Q3	$2.26K	Hold	500	–	–	﹤0.01%	229
2025 Q2	$2.12K	Buy	+500	New	+$1.99K	﹤0.01%	227

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

DecisionPoint Financial's LYG Position: Q2 2026 in Review

DecisionPoint Financial held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 500 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

DecisionPoint Financial first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

DecisionPoint Financial held 500 shares of Lloyds Banking Group worth $2.95K as of Q2 2026.
DecisionPoint Financial left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #278 holding.
DecisionPoint Financial first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.