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

Empirical 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	$220K	Buy	37,676 +5,042	+15%	+$27.3K	﹤0.01%	988
2026 Q1	$164K	Buy	32,634 +8,331	+34%	+$45.7K	﹤0.01%	961
2025 Q4	$129K	Buy	24,303 +10,819	+80%	+$52.4K	﹤0.01%	877
2025 Q3	$61.2K	Buy	13,484 +3,415	+34%	+$14.9K	﹤0.01%	788
2025 Q2	$42.8K	Buy	+10,069	New	+$40K	﹤0.01%	683

Other funds holding LYG

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Ethic Inc New York $8.02B AUM 45.39% 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

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

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

Empirical Wealth Management increased its Lloyds Banking Group (LYG) stake by 15% in Q2 2026, buying an estimated $27.3K and bringing the position to 37,676 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

Empirical Wealth Management first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 220 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Empirical Wealth Management held 37,676 shares of Lloyds Banking Group worth $220K as of Q2 2026.
Empirical Wealth Management bought 5,042 Lloyds Banking Group shares in Q2 2026, an estimated $27.3K.
Lloyds Banking Group made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #988 holding.
Empirical Wealth Management first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
220 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.