EP Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

EP Wealth Advisors’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	$126K	Sell	25,096 -4,044	-14%	-$22.2K	﹤0.01%	1445
2025 Q4	$154K	Buy	+29,140	New	+$141K	﹤0.01%	1420
2025 Q2	$178K	Buy	+41,900	New	+$167K	﹤0.01%	1284
2020 Q1	–	Sell	-22,783	Closed	-$75K	–	408
2019 Q4	$75K	Sell	22,783 -7,027	-24%	-$21.3K	﹤0.01%	412
2019 Q3	$79K	Buy	29,810 +7,916	+36%	+$20.5K	﹤0.01%	356
2019 Q2	$62K	Buy	21,894 +6,653	+44%	+$20.6K	﹤0.01%	306
2019 Q1	$49K	Buy	15,241 +3,095	+25%	+$9.47K	﹤0.01%	243
2018 Q4	$31K	Sell	12,146 -164	-1%	-$466	﹤0.01%	257
2018 Q3	$37K	Buy	+12,310	New	+$39.5K	﹤0.01%	277

Other funds holding LYG

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

EP Wealth Advisors's LYG Position: Q1 2026 in Review

EP Wealth Advisors reduced its Lloyds Banking Group (LYG) stake by 14% in Q1 2026, selling an estimated $22.2K and leaving 25,096 shares worth $126K. The position accounts for ﹤0.01% of the portfolio, ranked #1445.

EP Wealth Advisors first reported a position in LYG in Q3 2018 and has held it in 9 quarters since. The position peaked at $178K in Q2 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

EP Wealth Advisors held 25,096 shares of Lloyds Banking Group worth $126K as of Q1 2026.
EP Wealth Advisors sold 4,044 Lloyds Banking Group shares in Q1 2026, an estimated $22.2K.
Lloyds Banking Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #1445 holding.
EP Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2018 and has held it in 9 quarters since.
EP Wealth Advisors's Lloyds Banking Group position peaked at $178K in Q2 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.