Diversify Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Diversify Advisory 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 Q3	$217K	Buy	39,584 +18,535	+88%	+$111K	﹤0.01%	1198
2026 Q2	$129K	Buy	+21,049	New	+$114K	﹤0.01%	1216
2025 Q2	–	Sell	-30,428	Closed	-$121K	–	853
2025 Q1	$121K	Sell	30,428 -2,256	-7%	-$7.46K	0.01%	623
2024 Q4	$84.3K	Sell	32,684 -2,620	-7%	-$7.48K	﹤0.01%	607
2024 Q3	$113K	Buy	35,304 +19,225	+120%	+$57.7K	0.01%	621
2024 Q2	$47.3K	Buy	+16,079	New	+$43.1K	﹤0.01%	620

Other funds holding LYG

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Diversify Advisory Services's LYG Position: Q3 2026 in Review

Diversify Advisory Services increased its Lloyds Banking Group (LYG) stake by 88% in Q3 2026, buying an estimated $111K and bringing the position to 39,584 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Diversify Advisory Services first reported a position in LYG in Q2 2024 and has held it in 6 quarters since. 163 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Diversify Advisory Services held 39,584 shares of Lloyds Banking Group worth $217K as of Q3 2026.
Diversify Advisory Services bought 18,535 Lloyds Banking Group shares in Q3 2026, an estimated $111K.
Lloyds Banking Group made up ﹤0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #1198 holding.
Diversify Advisory Services first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 6 quarters since.
163 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.