Eagle Bay Advisors’s Lloyds Banking Group LYG Stock Holding History

Eagle Bay Advisors’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	–	Sell	-6,682	Closed	-$35.4K	–	209
2025 Q4	$35.4K	Buy	+6,682	New	+$32.4K	0.03%	176
2025 Q1	–	Sell	-6,682	Closed	-$18.2K	–	610
2024 Q4	$18.2K	Hold	6,682	–	–	0.01%	472
2024 Q3	$20.8K	Buy	6,682 +1	+0%	+$3	0.01%	625
2024 Q2	$18.2K	Buy	6,681 +211	+3%	+$566	0.01%	453
2024 Q1	$16.8K	Hold	6,470	–	–	0.01%	468
2023 Q4	$15.5K	Hold	6,470	–	–	0.01%	443
2023 Q3	$13.8K	Sell	6,470 -8,308	-56%	-$18K	0.01%	564
2023 Q2	$32.5K	Buy	+14,778	New	+$33.9K	0.02%	456

Other funds holding LYG

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Eagle Bay Advisors's LYG Position: Q1 2026 in Review

Eagle Bay Advisors sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 6,682 shares — an estimated $35.4K sold.

Eagle Bay Advisors first reported a position in LYG in Q2 2023 and held it in 8 quarters. The position peaked at $35.4K in Q4 2025. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Eagle Bay Advisors reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Eagle Bay Advisors sold 6,682 Lloyds Banking Group shares in Q1 2026, an estimated $35.4K.
Eagle Bay Advisors first reported a position in Lloyds Banking Group in Q2 2023 and held it in 8 quarters.
Eagle Bay Advisors's Lloyds Banking Group position peaked at $35.4K in Q4 2025.
572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Eagle Bay Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.