EI
LYG icon

Ellevest Inc’s Lloyds Banking Group LYG Stock Holding History

Ellevest Inc’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 		$815K Sell
161,989
-32,790
-17% -$180K 0.11% 131
2025
Q4 		$1.03M Sell
194,779
-224
-0.1% -$1.08K 0.14% 92
2025
Q3 		$885K Sell
195,003
-16,955
-8% -$74.1K 0.13% 118
2025
Q2 		$901K Sell
211,958
-21,099
-9% -$83.9K 0.14% 108
2025
Q1 		$890K Sell
233,057
-523
-0.2% -$1.73K 0.06% 116
2024
Q4 		$635K Sell
233,580
-50,916
-18% -$145K 0.04% 162
2024
Q3 		$888K Buy
284,496
+12,114
+4% +$36.3K 0.05% 120
2024
Q2 		$744K Buy
272,382
+36,876
+16% +$98.9K 0.04% 137
2024
Q1 		$610K Sell
235,506
-47,138
-17% -$108K 0.04% 161
2023
Q4 		$676K Buy
282,644
+61,205
+28% +$131K 0.05% 136
2023
Q3 		$472K Buy
221,439
+19,106
+9% +$41.4K 0.04% 165
2023
Q2 		$445K Buy
202,333
+2,225
+1% +$5.1K 0.03% 175
2023
Q1 		$464K Buy
200,108
+4,710
+2% +$11.4K 0.04% 150
2022
Q4 		$430K Buy
195,398
+44,635
+30% +$91.8K 0.04% 156
2022
Q3 		$270K Buy
150,763
+17,053
+13% +$35.4K 0.03% 212
2022
Q2 		$273K Sell
133,710
-9,957
-7% -$22K 0.03% 216
2022
Q1 		$346K Buy
143,667
+39,152
+37% +$104K 0.03% 203
2021
Q4 		$267K Buy
104,515
+49,195
+89% +$125K 0.02% 239
2021
Q3 		$136K Sell
55,320
-27,391
-33% -$67.1K 0.01% 344
2021
Q2 		$211K Buy
82,711
+48,015
+138% +$123K 0.02% 251
2021
Q1 		$80K Sell
34,696
-6,469
-16% -$13.4K 0.01% 377
2020
Q4 		$81K Buy
41,165
+19,591
+91% +$33K 0.01% 356
2020
Q3 		$28K Buy
21,574
+1,767
+9% +$2.48K 0.01% 465
2020
Q2 		$30K Buy
19,807
+5,134
+35% +$7.7K 0.01% 433
2020
Q1 		$22K Buy
14,673
+4,504
+44% +$11.6K 0.01% 417
2019
Q4 		$34K Buy
+10,169
New +$30.8K 0.01% 284

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ellevest Inc's LYG Position: Q1 2026 in Review

Ellevest Inc reduced its Lloyds Banking Group (LYG) stake by 17% in Q1 2026, selling an estimated $180K and leaving 161,989 shares worth $815K. The position accounts for 0.11% of the portfolio, ranked #131.

Ellevest Inc first reported a position in LYG in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.03M in Q4 2025. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Ellevest Inc held 161,989 shares of Lloyds Banking Group worth $815K as of Q1 2026.
  • Ellevest Inc sold 32,790 Lloyds Banking Group shares in Q1 2026, an estimated $180K.
  • Lloyds Banking Group made up 0.11% of Ellevest Inc's portfolio in Q1 2026, its #131 holding.
  • Ellevest Inc first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 26 quarters since.
  • Ellevest Inc's Lloyds Banking Group position peaked at $1.03M in Q4 2025.
  • 567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Ellevest Inc's 13F filing for Q1 2026, filed 11 May 2026.