Diversify Wealth Management
LYG icon

Diversify Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Diversify Wealth Management’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
-31,907
Closed -$127K – 544
2025
Q1 		$127K Sell
31,907
-5,433
-15% -$18K 0.01% 501
2024
Q4 		$96.3K Sell
37,340
-3,609
-9% -$10.3K 0.01% 506
2024
Q3 		$129K Buy
40,949
+13,524
+49% +$40.6K 0.01% 459
2024
Q2 		$74.9K Buy
+27,425
New +$73.6K 0.01% 424

Other funds holding LYG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Henry James International Management
Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Royal Palms Capital
Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return
HF Advisory Group
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Diversify Wealth Management's LYG Position: Q3 2026 in Review

Diversify Wealth Management 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 Wealth Management first reported a position in LYG in Q2 2024 and has held it in 6 quarters since. 166 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

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

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