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Epoch Investment Partners’s Lloyds Banking Group LYG Stock Holding History

Epoch Investment Partners’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 		$65.1K Sell
11,168
-13,526
-55% -$73.3K ﹤0.01% 220
2026
Q1 		$124K Buy
24,694
+12,322
+100% +$67.6K ﹤0.01% 234
2025
Q4 		$65.6K Sell
12,372
-3,089
-20% -$15K ﹤0.01% 247
2025
Q3 		$70.2K Sell
15,461
-24
-0.2% -$105 ﹤0.01% 274
2025
Q2 		$65.8K Sell
15,485
-578
-4% -$2.3K ﹤0.01% 277
2025
Q1 		$61.4K Sell
16,063
-579
-3% -$1.92K ﹤0.01% 278
2024
Q4 		$45.3K Buy
+16,642
New +$47.5K ﹤0.01% 281
2020
Q2 		– Sell
-76,811
Closed -$116K – 294
2020
Q1 		$116K Sell
76,811
-25,827
-25% -$66.6K ﹤0.01% 269
2019
Q4 		$340K Buy
102,638
+10,974
+12% +$33.2K ﹤0.01% 283
2019
Q3 		$242K Sell
91,664
-8,403
-8% -$21.8K ﹤0.01% 272
2019
Q2 		$284K Sell
100,067
-1,062
-1% -$3.28K ﹤0.01% 281
2019
Q1 		$325K Buy
101,129
+17,704
+21% +$54.1K ﹤0.01% 299
2018
Q4 		$214K Sell
83,425
-35,599
-30% -$101K ﹤0.01% 297
2018
Q3 		$362K Sell
119,024
-15,679
-12% -$50.3K ﹤0.01% 301
2018
Q2 		$449K Buy
134,703
+746
+0.6% +$2.65K ﹤0.01% 303
2018
Q1 		$498K Buy
+133,957
New +$519K ﹤0.01% 299
2016
Q1 		– Sell
-250,930
Closed -$1.09M – 292
2015
Q4 		$1.09M Sell
250,930
-5,600
-2% -$25.4K ﹤0.01% 251
2015
Q3 		$1.18M Sell
256,530
-121,800
-32% -$610K ﹤0.01% 214
2015
Q2 		$2.05M Hold
378,330
– – 0.01% 209
2015
Q1 		$1.77M Buy
+378,330
New +$1.76M 0.01% 210
2014
Q4 		– Sell
-46,330
Closed -$234K – 279
2014
Q3 		$234K Sell
46,330
-1,900
-4% -$9.56K ﹤0.01% 273
2014
Q2 		$248K Sell
48,230
-138,240
-74% -$717K ﹤0.01% 272
2014
Q1 		$949K Buy
+186,470
New +$1.01M ﹤0.01% 251

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

Epoch Investment Partners's LYG Position: Q2 2026 in Review

Epoch Investment Partners reduced its Lloyds Banking Group (LYG) stake by 55% in Q2 2026, selling an estimated $73.3K and leaving 11,168 shares worth $65.1K. The position accounts for ﹤0.01% of the portfolio, ranked #220.

Epoch Investment Partners first reported a position in LYG in Q1 2014 and has held it in 23 quarters since. The position peaked at $2.05M in Q2 2015. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Epoch Investment Partners held 11,168 shares of Lloyds Banking Group worth $65.1K as of Q2 2026.
  • Epoch Investment Partners sold 13,526 Lloyds Banking Group shares in Q2 2026, an estimated $73.3K.
  • Lloyds Banking Group made up ﹤0.01% of Epoch Investment Partners's portfolio in Q2 2026, its #220 holding.
  • Epoch Investment Partners first reported a position in Lloyds Banking Group in Q1 2014 and has held it in 23 quarters since.
  • Epoch Investment Partners's Lloyds Banking Group position peaked at $2.05M in Q2 2015.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Epoch Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.