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

Dogwood 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	$1.38K	Buy	+237	New	+$1.28K	﹤0.01%	726

Other funds holding LYG

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Dogwood Wealth Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 237 shares worth $1.38K. The stake represents ﹤0.01% of the portfolio and ranks #726 among its holdings.

88 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Dogwood Wealth Management held 237 shares of Lloyds Banking Group worth $1.38K as of Q2 2026.
Lloyds Banking Group was a new Dogwood Wealth Management position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #726 holding.
88 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.