Edge Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Edge Wealth Management’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	$641K	Hold	110,000	–	–	0.11%	42
2026 Q1	$553K	Hold	110,000	–	–	0.09%	47
2025 Q4	$583K	Sell	110,000 -90,000	-45%	-$436K	0.1%	43
2025 Q3	$908K	Hold	200,000	–	–	0.16%	38
2025 Q2	$849K	Hold	200,000	–	–	0.16%	38
2025 Q1	$764K	Hold	200,000	–	–	0.15%	37
2024 Q4	$544K	Hold	200,000	–	–	0.11%	43
2024 Q3	$624K	Hold	200,000	–	–	0.13%	42
2024 Q2	$546K	Hold	200,000	–	–	0.12%	44
2024 Q1	$518K	Hold	200,000	–	–	0.11%	47
2023 Q4	$478K	Hold	200,000	–	–	0.1%	49
2023 Q3	$426K	Hold	200,000	–	–	0.1%	52
2023 Q2	$440K	Hold	200,000	–	–	0.1%	54
2023 Q1	$465K	Hold	200,000	–	–	0.11%	51
2022 Q4	$440K	Hold	200,000	–	–	0.1%	55
2022 Q3	$363K	Hold	200,000	–	–	0.08%	59
2022 Q2	$408K	Hold	200,000	–	–	0.09%	55
2022 Q1	$482K	Hold	200,000	–	–	0.1%	60
2021 Q4	$510K	Hold	200,000	–	–	0.09%	64
2021 Q3	$490K	Sell	200,000 -30,000	-13%	-$73.5K	0.1%	67
2021 Q2	$583K	Hold	230,000	–	–	0.12%	64
2021 Q1	$534K	Buy	230,000 +30,000	+15%	+$62.3K	0.11%	65
2020 Q4	$391K	Hold	200,000	–	–	0.09%	74
2020 Q3	$260K	Hold	200,000	–	–	0.06%	95
2020 Q2	$300K	Hold	200,000	–	–	0.06%	119
2020 Q1	$302K	Buy	+200,000	New	+$515K	0.07%	114

Other funds holding LYG

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

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

HAG

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

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

JAM

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Edge Wealth Management's LYG Position: Q2 2026 in Review

Edge Wealth Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 110,000 shares worth $641K. The position accounts for 0.11% of the portfolio, ranked #42.

Edge Wealth Management first reported a position in LYG in Q1 2020 and has held it in 26 quarters since. The position peaked at $908K in Q3 2025. 101 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Edge Wealth Management held 110,000 shares of Lloyds Banking Group worth $641K as of Q2 2026.
Edge Wealth Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.11% of Edge Wealth Management's portfolio in Q2 2026, its #42 holding.
Edge Wealth Management first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 26 quarters since.
Edge Wealth Management's Lloyds Banking Group position peaked at $908K in Q3 2025.
101 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.