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 Q2	$179K	Buy	30,696 +5,600	+22%	+$30.4K	﹤0.01%	1538
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

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

EP Wealth Advisors's LYG Position: Q2 2026 in Review

EP Wealth Advisors increased its Lloyds Banking Group (LYG) stake by 22% in Q2 2026, buying an estimated $30.4K and bringing the position to 30,696 shares worth $179K. The position accounts for ﹤0.01% of the portfolio, ranked #1538.

EP Wealth Advisors first reported a position in LYG in Q3 2018 and has held it in 10 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

EP Wealth Advisors held 30,696 shares of Lloyds Banking Group worth $179K as of Q2 2026.
EP Wealth Advisors bought 5,600 Lloyds Banking Group shares in Q2 2026, an estimated $30.4K.
Lloyds Banking Group made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1538 holding.
EP Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2018 and has held it in 10 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.