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

Dynasty 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
Q1 		$1.18M Sell
233,855
-19,606
-8% -$108K 0.01% 167
2025
Q4 		$1.34M Buy
253,461
+84,029
+50% +$407K 0.01% 164
2025
Q3 		$769K Buy
+169,432
New +$741K 0.01% 184

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Dynasty Wealth Management's LYG Position: Q1 2026 in Review

Dynasty Wealth Management reduced its Lloyds Banking Group (LYG) stake by 7.7% in Q1 2026, selling an estimated $108K and leaving 233,855 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #167.

Dynasty Wealth Management first reported a position in LYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Dynasty Wealth Management held 233,855 shares of Lloyds Banking Group worth $1.18M as of Q1 2026.
  • Dynasty Wealth Management sold 19,606 Lloyds Banking Group shares in Q1 2026, an estimated $108K.
  • Lloyds Banking Group made up 0.01% of Dynasty Wealth Management's portfolio in Q1 2026, its #167 holding.
  • Dynasty Wealth Management first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 3 quarters since.
  • Dynasty Wealth Management's Lloyds Banking Group position peaked at $1.34M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.