Elwood & Goetz Wealth Advisory Group’s Lloyds Banking Group LYG Stock Holding History

Elwood & Goetz Wealth Advisory Group’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	$59.1K	Buy	+10,143	New	+$55K	0.01%	148

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

Elwood & Goetz Wealth Advisory Group's LYG Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 10,143 shares worth $59.1K. The stake represents 0.01% of the portfolio and ranks #148 among its holdings.

608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Elwood & Goetz Wealth Advisory Group held 10,143 shares of Lloyds Banking Group worth $59.1K as of Q2 2026.
Lloyds Banking Group was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
Lloyds Banking Group made up 0.01% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #148 holding.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.