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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

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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. 612 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.
  • 612 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.