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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
Q2 		$1.25M Sell
214,363
-19,492
-8% -$106K 0.01% 172
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

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

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

Dynasty Wealth Management reduced its Lloyds Banking Group (LYG) stake by 8.3% in Q2 2026, selling an estimated $106K and leaving 214,363 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #172.

Dynasty Wealth Management first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.34M in Q4 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Dynasty Wealth Management held 214,363 shares of Lloyds Banking Group worth $1.25M as of Q2 2026.
  • Dynasty Wealth Management sold 19,492 Lloyds Banking Group shares in Q2 2026, an estimated $106K.
  • Lloyds Banking Group made up 0.01% of Dynasty Wealth Management's portfolio in Q2 2026, its #172 holding.
  • Dynasty Wealth Management first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • Dynasty Wealth Management's Lloyds Banking Group position peaked at $1.34M in Q4 2025.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Dynasty Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.