Enterprise Financial Services Corp (EFSC)’s Lloyds Banking Group LYG Stock Holding History

Enterprise Financial Services Corp (EFSC)’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	$50.3K	Hold	10,009	–	–	0.03%	165
2025 Q4	$53K	Sell	10,009 -195	-2%	-$944	0.03%	163
2025 Q3	$46.3K	Sell	10,204 -3,496	-26%	-$15.3K	0.02%	158
2025 Q2	$58.2K	Buy	13,700 +1,642	+14%	+$6.53K	0.03%	161
2025 Q1	$46.1K	Hold	12,058	–	–	0.03%	146
2024 Q4	$32.8K	Hold	12,058	–	–	0.02%	151
2024 Q3	$37.6K	Sell	12,058 -1,703	-12%	-$5.11K	0.02%	149
2024 Q2	$37.6K	Hold	13,761	–	–	0.02%	155
2024 Q1	$35.6K	Sell	13,761 -35,864	-72%	-$82.3K	0.02%	161
2023 Q4	$119K	Buy	49,625 +4,140	+9%	+$8.87K	0.07%	164
2023 Q3	$96.9K	Sell	45,485 -2,090	-4%	-$4.53K	0.07%	151
2023 Q2	$105K	Buy	47,575 +2,850	+6%	+$6.54K	0.07%	158
2023 Q1	$104K	Sell	44,725 -703	-2%	-$1.7K	0.07%	155
2022 Q4	$99.9K	Sell	45,428 -4,555	-9%	-$9.37K	0.07%	148
2022 Q3	$89K	Buy	49,983 +1,436	+3%	+$2.98K	0.07%	141
2022 Q2	$99K	Buy	48,547 +6,585	+16%	+$14.5K	0.02%	280
2022 Q1	$101K	Buy	41,962 +7,705	+22%	+$20.5K	0.02%	284
2021 Q4	$87K	Buy	34,257 +14,931	+77%	+$38.1K	0.01%	302
2021 Q3	$47K	Buy	19,326 +4,723	+32%	+$11.6K	0.01%	309
2021 Q2	$37K	Buy	14,603 +13,745	+1,602%	+$35.3K	0.01%	450
2021 Q1	$2K	Hold	858	–	–	﹤0.01%	1154
2020 Q4	$2K	Hold	858	–	–	﹤0.01%	1102
2020 Q3	$1K	Sell	858 -1,120	-57%	-$1.57K	﹤0.01%	1192
2020 Q2	$3K	Sell	1,978 -585	-23%	-$877	﹤0.01%	977
2020 Q1	$4K	Buy	2,563 +1,443	+129%	+$3.72K	﹤0.01%	833
2019 Q4	$4K	Hold	1,120	–	–	﹤0.01%	898
2019 Q3	$3K	Hold	1,120	–	–	﹤0.01%	933
2019 Q2	$3K	Sell	1,120 -2,236	-67%	-$6.91K	﹤0.01%	974
2019 Q1	$11K	Buy	3,356 +2,236	+200%	+$6.84K	﹤0.01%	727
2018 Q4	$3K	Hold	1,120	–	–	﹤0.01%	771
2018 Q3	$3K	Hold	1,120	–	–	﹤0.01%	838
2018 Q2	$4K	Hold	1,120	–	–	﹤0.01%	771
2018 Q1	$4K	Hold	1,120	–	–	﹤0.01%	755
2017 Q4	$4K	Hold	1,120	–	–	﹤0.01%	731
2017 Q3	$4K	Hold	1,120	–	–	﹤0.01%	742
2017 Q2	$4K	Hold	1,120	–	–	﹤0.01%	745
2017 Q1	$4K	Hold	1,120	–	–	﹤0.01%	804
2016 Q4	$3K	Hold	1,120	–	–	﹤0.01%	848
2016 Q3	$3K	Hold	1,120	–	–	﹤0.01%	817
2016 Q2	$3K	Hold	1,120	–	–	﹤0.01%	786
2016 Q1	$4K	Hold	1,120	–	–	﹤0.01%	748
2015 Q4	$5K	Hold	1,120	–	–	﹤0.01%	730
2015 Q3	$5K	Hold	1,120	–	–	﹤0.01%	707
2015 Q2	$6K	Hold	1,120	–	–	﹤0.01%	679
2015 Q1	$5K	Hold	1,120	–	–	﹤0.01%	810
2014 Q4	$5K	Hold	1,120	–	–	﹤0.01%	805
2014 Q3	$6K	Hold	1,120	–	–	﹤0.01%	733
2014 Q2	$6K	Hold	1,120	–	–	﹤0.01%	759
2014 Q1	$6K	Hold	1,120	–	–	﹤0.01%	767
2013 Q4	$6K	Hold	1,120	–	–	﹤0.01%	723
2013 Q3	$5K	Hold	1,120	–	–	﹤0.01%	764
2013 Q2	$4K	Buy	+1,120	New	+$3.9K	﹤0.01%	685

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s LYG Position: Q1 2026 in Review

Enterprise Financial Services Corp (EFSC) held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 10,009 shares worth $50.3K. The position accounts for 0.03% of the portfolio, ranked #165.

Enterprise Financial Services Corp (EFSC) first reported a position in LYG in Q2 2013 and has held it in 52 quarters since. The position peaked at $119K in Q4 2023. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Enterprise Financial Services Corp (EFSC) held 10,009 shares of Lloyds Banking Group worth $50.3K as of Q1 2026.
Enterprise Financial Services Corp (EFSC) left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up 0.03% of Enterprise Financial Services Corp (EFSC)'s portfolio in Q1 2026, its #165 holding.
Enterprise Financial Services Corp (EFSC) first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 52 quarters since.
Enterprise Financial Services Corp (EFSC)'s Lloyds Banking Group position peaked at $119K in Q4 2023.
567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2026, filed 5 May 2026.