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 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

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

Diversify Advisory Services's LYG Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 21,049 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #1216 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in LYG as recently as Q1 2025.

Diversify Advisory Services first reported a position in LYG in Q2 2024 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Diversify Advisory Services held 21,049 shares of Lloyds Banking Group worth $129K as of Q2 2026.
Lloyds Banking Group was a new Diversify Advisory Services position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #1216 holding.
Diversify Advisory Services first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 5 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.