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D'Orazio & Associates’s Lloyds Banking Group LYG Stock Holding History

D'Orazio & Associates’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 		$122K Sell
20,846
-344
-2% -$1.86K 0.01% 307
2026
Q1 		$107K Hold
21,190
– – 0.01% 290
2025
Q4 		$112K Hold
21,190
– – 0.01% 282
2025
Q3 		$96.2K Hold
21,190
– – 0.01% 273
2025
Q2 		$90.1K Buy
21,190
+257
+1% +$1.02K 0.01% 272
2025
Q1 		$80K Buy
20,933
+640
+3% +$2.12K 0.01% 252
2024
Q4 		$55.2K Sell
20,293
-2,501
-11% -$7.14K 0.01% 240
2024
Q3 		$71.1K Sell
22,794
-2,317
-9% -$6.95K 0.01% 241
2024
Q2 		$68.6K Buy
25,111
+9,630
+62% +$25.8K 0.01% 214
2024
Q1 		$40.1K Buy
15,481
+4,607
+42% +$10.6K 0.01% 203
2023
Q4 		$26K Buy
+10,874
New +$23.3K ﹤0.01% 187
2021
Q4 		– Sell
-8,547
Closed -$21K – 443
2021
Q3 		$21K Hold
8,547
– – 0.01% 383
2021
Q2 		$22K Hold
8,547
– – 0.01% 248
2021
Q1 		$20K Hold
8,547
– – 0.01% 240
2020
Q4 		$17K Hold
8,547
– – 0.01% 237
2020
Q3 		$11K Hold
8,547
– – ﹤0.01% 221
2020
Q2 		$13K Hold
8,547
– – 0.01% 221
2020
Q1 		$13K Hold
8,547
– – 0.01% 212
2019
Q4 		$28K Hold
8,547
– – 0.01% 188
2019
Q3 		$23K Hold
8,547
– – 0.01% 198
2019
Q2 		$24K Hold
8,547
– – 0.01% 186
2019
Q1 		$27K Hold
8,547
– – 0.01% 178
2018
Q4 		$22K Hold
8,547
– – 0.01% 172
2018
Q3 		$26K Hold
8,547
– – 0.01% 163
2018
Q2 		$28K Hold
8,547
– – 0.01% 156
2018
Q1 		$32K Hold
8,547
– – 0.01% 147
2017
Q4 		$32K Hold
8,547
– – 0.01% 153
2017
Q3 		$31K Buy
8,547
+4,310
+102% +$15K 0.01% 136
2017
Q2 		$15K Hold
4,237
– – 0.01% 205
2017
Q1 		$14K Buy
+4,237
New +$14.3K 0.01% 196

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

D'Orazio & Associates's LYG Position: Q2 2026 in Review

D'Orazio & Associates reduced its Lloyds Banking Group (LYG) stake by 1.6% in Q2 2026, selling an estimated $1.86K and leaving 20,846 shares worth $122K. The position accounts for 0.01% of the portfolio, ranked #307.

D'Orazio & Associates first reported a position in LYG in Q1 2017 and has held it in 30 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • D'Orazio & Associates held 20,846 shares of Lloyds Banking Group worth $122K as of Q2 2026.
  • D'Orazio & Associates sold 344 Lloyds Banking Group shares in Q2 2026, an estimated $1.86K.
  • Lloyds Banking Group made up 0.01% of D'Orazio & Associates's portfolio in Q2 2026, its #307 holding.
  • D'Orazio & Associates first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 30 quarters since.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.