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

Eagle Global 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 Q2	$7.52M	Buy	1,290,000 +285,000	+28%	+$1.55M	0.25%	79
2026 Q1	$5.06M	Buy	1,005,000 +25,000	+3%	+$137K	0.18%	91
2025 Q4	$5.19M	Buy	980,000 +50,000	+5%	+$242K	0.19%	94
2025 Q3	$4.22M	Buy	930,000 +230,000	+33%	+$1.01M	0.16%	102
2025 Q2	$2.98M	Buy	700,000 +200,000	+40%	+$795K	0.12%	112
2025 Q1	$1.91M	Buy	+500,000	New	+$1.65M	0.08%	129

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

Eagle Global Advisors's LYG Position: Q2 2026 in Review

Eagle Global Advisors increased its Lloyds Banking Group (LYG) stake by 28% in Q2 2026, buying an estimated $1.55M and bringing the position to 1,290,000 shares worth $7.52M. The position accounts for 0.25% of the portfolio, ranked #79.

Eagle Global Advisors first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Eagle Global Advisors held 1,290,000 shares of Lloyds Banking Group worth $7.52M as of Q2 2026.
Eagle Global Advisors bought 285,000 Lloyds Banking Group shares in Q2 2026, an estimated $1.55M.
Lloyds Banking Group made up 0.25% of Eagle Global Advisors's portfolio in Q2 2026, its #79 holding.
Eagle Global Advisors first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.