EARNEST Partners’s Lloyds Banking Group LYG Stock Holding History

EARNEST Partners’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	-36,814	Closed	-$195K	–	303
2025 Q4	$195K	Sell	36,814 -5,881	-14%	-$28.5K	﹤0.01%	298
2025 Q3	$194K	Sell	42,695 -6,142	-13%	-$26.8K	﹤0.01%	287
2025 Q2	$208K	Buy	48,837 +4,594	+10%	+$18.3K	﹤0.01%	290
2025 Q1	$169K	Sell	44,243 -9,981	-18%	-$33K	﹤0.01%	287
2024 Q4	$147K	Buy	54,224 +11,939	+28%	+$34.1K	﹤0.01%	289
2024 Q3	$132K	Sell	42,285 -20,541	-33%	-$61.6K	﹤0.01%	287
2024 Q2	$172K	Sell	62,826 -19,678	-24%	-$52.8K	﹤0.01%	280
2024 Q1	$214K	Sell	82,504 -7,196	-8%	-$16.5K	﹤0.01%	282
2023 Q4	$214K	Sell	89,700 -2,009	-2%	-$4.3K	﹤0.01%	281
2023 Q3	$195K	Buy	91,709 +4,700	+5%	+$10.2K	﹤0.01%	295
2023 Q2	$191K	Buy	87,009 +34,785	+67%	+$79.8K	﹤0.01%	280
2023 Q1	$121K	Hold	52,224	–	–	﹤0.01%	291
2022 Q4	$115K	Hold	52,224	–	–	﹤0.01%	293
2022 Q3	$93K	Sell	52,224 -22,960	-31%	-$47.7K	﹤0.01%	288
2022 Q2	$153K	Sell	75,184 -4,529	-6%	-$9.99K	﹤0.01%	270
2022 Q1	$192K	Sell	79,713 -1,250	-2%	-$3.32K	﹤0.01%	263
2021 Q4	$206K	Hold	80,963	–	–	﹤0.01%	260
2021 Q3	$198K	Sell	80,963 -2,938	-4%	-$7.2K	﹤0.01%	252
2021 Q2	$214K	Sell	83,901 -28,009	-25%	-$71.9K	﹤0.01%	248
2021 Q1	$260K	Buy	111,910 +52,387	+88%	+$109K	﹤0.01%	241
2020 Q4	$117K	Hold	59,523	–	–	﹤0.01%	262
2020 Q3	$77K	Buy	59,523 +126	+0.2%	+$177	﹤0.01%	278
2020 Q2	$89K	Sell	59,397 -232	-0.4%	-$348	﹤0.01%	264
2020 Q1	$90K	Hold	59,629	–	–	﹤0.01%	263
2019 Q4	$197K	Hold	59,629	–	–	﹤0.01%	250
2019 Q3	$157K	Hold	59,629	–	–	﹤0.01%	257
2019 Q2	$169K	Sell	59,629 -80,777	-58%	-$250K	﹤0.01%	255
2019 Q1	$451K	Sell	140,406 -404	-0.3%	-$1.24K	﹤0.01%	238
2018 Q4	$360K	Sell	140,810 -1,490	-1%	-$4.24K	﹤0.01%	237
2018 Q3	$433K	Hold	142,300	–	–	﹤0.01%	234
2018 Q2	$474K	Buy	142,300 +34,572	+32%	+$123K	﹤0.01%	231
2018 Q1	$401K	Buy	107,728 +518	+0.5%	+$2.01K	﹤0.01%	227
2017 Q4	$402K	Buy	107,210 +1,389	+1%	+$5.01K	﹤0.01%	218
2017 Q3	$387K	Buy	105,821 +3,200	+3%	+$11.2K	﹤0.01%	213
2017 Q2	$362K	Buy	102,621 +32	+0%	+$114	﹤0.01%	212
2017 Q1	$349K	Buy	102,589 +24,478	+31%	+$82.5K	﹤0.01%	213
2016 Q4	$242K	Sell	78,111 -25,409	-25%	-$74.3K	﹤0.01%	218
2016 Q3	$297K	Sell	103,520 -2,537	-2%	-$7.54K	﹤0.01%	212
2016 Q2	$315K	Sell	106,057 -2,717	-2%	-$10.6K	﹤0.01%	215
2016 Q1	$430K	Buy	108,774 +20,583	+23%	+$79.7K	﹤0.01%	214
2015 Q4	$385K	Sell	88,191 -23,066	-21%	-$105K	﹤0.01%	209
2015 Q3	$512K	Buy	111,257 +900	+0.8%	+$4.5K	0.01%	202
2015 Q2	$599K	Sell	110,357 -100,917	-48%	-$526K	0.01%	197
2015 Q1	$987K	Buy	211,274 +104,825	+98%	+$488K	0.01%	195
2014 Q4	$494K	Sell	106,449 -2,267	-2%	-$11K	﹤0.01%	207
2014 Q3	$548K	Sell	108,716 -1,393	-1%	-$7.01K	﹤0.01%	196
2014 Q2	$566K	Buy	110,109 +1,302	+1%	+$6.76K	﹤0.01%	200
2014 Q1	$554K	Buy	108,807 +3,727	+4%	+$20.2K	﹤0.01%	200
2013 Q4	$559K	Buy	+105,080	New	+$527K	﹤0.01%	201

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

EARNEST Partners's LYG Position: Q1 2026 in Review

EARNEST Partners sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 36,814 shares — an estimated $195K sold.

EARNEST Partners first reported a position in LYG in Q4 2013 and held it in 49 quarters. The position peaked at $987K in Q1 2015. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

EARNEST Partners reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
EARNEST Partners sold 36,814 Lloyds Banking Group shares in Q1 2026, an estimated $195K.
EARNEST Partners first reported a position in Lloyds Banking Group in Q4 2013 and held it in 49 quarters.
EARNEST Partners's Lloyds Banking Group position peaked at $987K in Q1 2015.
569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on EARNEST Partners's 13F filing for Q1 2026, filed 15 May 2026.