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

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 Rock Investment Company's LYG Position: Q2 2026 in Review

Eagle Rock Investment Company held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 93,759 shares worth $547K. The position accounts for 0.07% of the portfolio, ranked #114.

Eagle Rock Investment Company first reported a position in LYG in Q3 2024 and has held it in 8 quarters since. The position peaked at $567K in Q3 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Eagle Rock Investment Company held 93,759 shares of Lloyds Banking Group worth $547K as of Q2 2026.
Eagle Rock Investment Company left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.07% of Eagle Rock Investment Company's portfolio in Q2 2026, its #114 holding.
Eagle Rock Investment Company first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 8 quarters since.
Eagle Rock Investment Company's Lloyds Banking Group position peaked at $567K in Q3 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Eagle Rock Investment Company's 13F filing for Q2 2026, filed 9 Jul 2026.