Drucker Wealth 3.0’s Lloyds Banking Group LYG Stock Holding History

Drucker Wealth 3.0’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	$590K	Sell	101,152 -4,309	-4%	-$23.4K	0.09%	155
2026 Q1	$530K	Sell	105,461 -9,817	-9%	-$53.9K	0.09%	163
2025 Q4	$611K	Sell	115,278 -61,797	-35%	-$299K	0.11%	143
2025 Q3	$804K	Sell	177,075 -318,198	-64%	-$1.39M	0.14%	121
2025 Q2	$2.07M	Sell	495,273 -228,864	-32%	-$910K	0.4%	57
2025 Q1	$2.77M	Sell	724,137 -28,631	-4%	-$94.7K	0.61%	44
2024 Q4	$2.05M	Sell	752,768 -16,314	-2%	-$46.6K	0.47%	59
2024 Q3	$2.4M	Buy	769,082 +14,742	+2%	+$44.2K	0.58%	60
2024 Q2	$2.06M	Buy	+754,340	New	+$2.02M	0.55%	61

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Drucker Wealth 3.0's LYG Position: Q2 2026 in Review

Drucker Wealth 3.0 reduced its Lloyds Banking Group (LYG) stake by 4.1% in Q2 2026, selling an estimated $23.4K and leaving 101,152 shares worth $590K. The position accounts for 0.09% of the portfolio, ranked #155.

Drucker Wealth 3.0 first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.77M in Q1 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Drucker Wealth 3.0 held 101,152 shares of Lloyds Banking Group worth $590K as of Q2 2026.
Drucker Wealth 3.0 sold 4,309 Lloyds Banking Group shares in Q2 2026, an estimated $23.4K.
Lloyds Banking Group made up 0.09% of Drucker Wealth 3.0's portfolio in Q2 2026, its #155 holding.
Drucker Wealth 3.0 first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
Drucker Wealth 3.0's Lloyds Banking Group position peaked at $2.77M in Q1 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Drucker Wealth 3.0's 13F filing for Q2 2026, filed 13 Jul 2026.