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

Drive 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 		$291K Buy
49,961
+2,429
+5% +$13.2K 0.05% 314
2026
Q1 		$239K Sell
47,532
-2,888
-6% -$15.8K 0.05% 305
2025
Q4 		$267K Buy
50,420
+9,647
+24% +$46.7K 0.05% 278
2025
Q3 		$185K Sell
40,773
-292
-0.7% -$1.28K 0.04% 343
2025
Q2 		$175K Buy
41,065
+2,599
+7% +$10.3K 0.04% 326
2025
Q1 		$147K Sell
38,466
-1,988
-5% -$6.57K 0.03% 307
2024
Q4 		$110K Sell
40,454
-588
-1% -$1.68K 0.03% 328
2024
Q3 		$128K Buy
41,042
+1,611
+4% +$4.83K 0.03% 303
2024
Q2 		$108K Buy
39,431
+1,875
+5% +$5.03K 0.03% 308
2024
Q1 		$97.3K Sell
37,556
-2,324
-6% -$5.33K 0.03% 308
2023
Q4 		$95.3K Buy
39,880
+3,070
+8% +$6.58K 0.03% 297
2023
Q3 		$78.4K Buy
36,810
+3,409
+10% +$7.39K 0.03% 269
2023
Q2 		$73.5K Buy
33,401
+4,974
+17% +$11.4K 0.03% 274
2023
Q1 		$66K Sell
28,427
-361
-1% -$874 0.03% 283
2022
Q4 		$63.3K Buy
28,788
+14,346
+99% +$29.5K 0.03% 245
2022
Q3 		$26K Buy
+14,442
New +$30K 0.02% 159

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

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

Drive Wealth Management increased its Lloyds Banking Group (LYG) stake by 5.1% in Q2 2026, buying an estimated $13.2K and bringing the position to 49,961 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #314.

Drive Wealth Management first reported a position in LYG in Q3 2022 and has held it in 16 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Drive Wealth Management held 49,961 shares of Lloyds Banking Group worth $291K as of Q2 2026.
  • Drive Wealth Management bought 2,429 Lloyds Banking Group shares in Q2 2026, an estimated $13.2K.
  • Lloyds Banking Group made up 0.05% of Drive Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Drive Wealth Management first reported a position in Lloyds Banking Group in Q3 2022 and has held it in 16 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.