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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
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

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Diversify Wealth Management's LYG Position: Q2 2026 in Review

Diversify Wealth Management 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 Wealth Management previously reported a position in LYG as recently as Q1 2025.

Diversify Wealth Management first reported a position in LYG in Q2 2024 and has held it in 5 quarters since. The position peaked at $129K in Q3 2024. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Diversify Wealth Management held 21,049 shares of Lloyds Banking Group worth $129K as of Q2 2026.
  • Lloyds Banking Group was a new Diversify Wealth Management position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #1216 holding.
  • Diversify Wealth Management first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 5 quarters since.
  • Diversify Wealth Management's Lloyds Banking Group position peaked at $129K in Q3 2024.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.