Envestnet Portfolio Solutions’s Lloyds Banking Group LYG Stock Holding History

Envestnet Portfolio Solutions’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	$311K	Buy	53,421 +4,424	+9%	+$24K	﹤0.01%	1172
2026 Q1	$246K	Sell	48,997 -30,757	-39%	-$169K	﹤0.01%	1198
2025 Q4	$423K	Buy	79,754 +8,639	+12%	+$41.8K	﹤0.01%	1127
2025 Q3	$323K	Sell	71,115 -10,248	-13%	-$44.8K	﹤0.01%	1207
2025 Q2	$346K	Sell	81,363 -91,609	-53%	-$364K	﹤0.01%	1278
2025 Q1	$661K	Sell	172,972 -187,699	-52%	-$621K	﹤0.01%	940
2024 Q4	$981K	Buy	360,671 +712	+0.2%	+$2.03K	﹤0.01%	939
2024 Q3	$1.12M	Buy	359,959 +70,043	+24%	+$210K	﹤0.01%	851
2024 Q2	$791K	Buy	289,916 +93,041	+47%	+$250K	﹤0.01%	942
2024 Q1	$510K	Sell	196,875 -57,607	-23%	-$132K	﹤0.01%	1116
2023 Q4	$608K	Buy	254,482 +24,256	+11%	+$51.9K	﹤0.01%	967
2023 Q3	$490K	Buy	+230,226	New	+$499K	﹤0.01%	997

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

Envestnet Portfolio Solutions's LYG Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Lloyds Banking Group (LYG) stake by 9% in Q2 2026, buying an estimated $24K and bringing the position to 53,421 shares worth $311K. The position accounts for ﹤0.01% of the portfolio, ranked #1172.

Envestnet Portfolio Solutions first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q3 2024. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Envestnet Portfolio Solutions held 53,421 shares of Lloyds Banking Group worth $311K as of Q2 2026.
Envestnet Portfolio Solutions bought 4,424 Lloyds Banking Group shares in Q2 2026, an estimated $24K.
Lloyds Banking Group made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1172 holding.
Envestnet Portfolio Solutions first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Lloyds Banking Group position peaked at $1.12M in Q3 2024.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.