Eagle Rock Investment Company’s Lloyds Banking Group LYG Stock Holding History

Eagle Rock Investment Company’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	$547K	Hold	93,759	–	–	0.07%	114
2026 Q1	$472K	Sell	93,759 -3,832	-4%	-$21K	0.07%	119
2025 Q4	$517K	Sell	97,591 -27,322	-22%	-$132K	0.07%	119
2025 Q3	$567K	Buy	124,913 +39,950	+47%	+$175K	0.08%	115
2025 Q2	$361K	Buy	84,963 +7,787	+10%	+$31K	0.06%	126
2025 Q1	$295K	Hold	77,176	–	–	0.05%	139
2024 Q4	$210K	Hold	77,176	–	–	0.03%	146
2024 Q3	$241K	Buy	+77,176	New	+$232K	0.04%	144

Other funds holding LYG

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Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return

Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return

Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania $250M AUM 27.24% 1-Year Est. Return