EI
LYG icon

Ethic Inc’s Lloyds Banking Group LYG Stock Holding History

Ethic Inc’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 		$8.39M Sell
1,439,559
-39,070
-3% -$212K 0.1% 198
2026
Q1 		$7.44M Buy
1,478,629
+5,549
+0.4% +$30.4K 0.12% 187
2025
Q4 		$7.81M Buy
1,473,080
+50,167
+4% +$243K 0.12% 168
2025
Q3 		$6.46M Buy
1,422,913
+108,599
+8% +$475K 0.11% 189
2025
Q2 		$5.56M Sell
1,314,314
-76,102
-5% -$303K 0.1% 209
2025
Q1 		$5.3M Sell
1,390,416
-40,620
-3% -$134K 0.11% 206
2024
Q4 		$3.89M Sell
1,431,036
-165,583
-10% -$473K 0.08% 259
2024
Q3 		$4.14M Buy
1,596,619
+15,829
+1% +$47.5K 0.1% 226
2024
Q2 		$4.32M Sell
1,580,790
-15,829
-1% -$42.5K 0.1% 219
2024
Q1 		$4.14M Sell
1,596,619
-151,114
-9% -$347K 0.1% 226
2023
Q4 		$4.18M Buy
1,747,733
+378,773
+28% +$811K 0.12% 200
2023
Q3 		$2.92M Buy
1,368,960
+114,545
+9% +$248K 0.1% 240
2023
Q2 		$2.76M Buy
1,254,415
+21,798
+2% +$50K 0.1% 235
2023
Q1 		$2.86M Sell
1,232,617
-19,707
-2% -$47.7K 0.12% 218
2022
Q4 		$2.76M Buy
1,252,324
+146,486
+13% +$301K 0.15% 178
2022
Q3 		$1.98M Buy
1,105,838
+48,812
+5% +$101K 0.13% 191
2022
Q2 		$2.16M Buy
1,057,026
+126,095
+14% +$278K 0.15% 172
2022
Q1 		$2.24M Buy
930,931
+424,216
+84% +$1.13M 0.15% 170
2021
Q4 		$1.29M Buy
506,715
+211,320
+72% +$539K 0.1% 236
2021
Q3 		$724K Buy
295,395
+20,109
+7% +$49.3K 0.07% 285
2021
Q2 		$702K Buy
275,286
+144,856
+111% +$372K 0.09% 277
2021
Q1 		$303K Buy
130,430
+18,798
+17% +$39K 0.05% 386
2020
Q4 		$219K Buy
111,632
+60,303
+117% +$102K 0.06% 370
2020
Q3 		$67K Buy
51,329
+12,883
+34% +$18.1K 0.03% 335
2020
Q2 		$58K Sell
38,446
-44,155
-53% -$66.2K 0.03% 271
2020
Q1 		$125K Buy
82,601
+33,214
+67% +$85.6K 0.1% 192
2019
Q4 		$163K Buy
+49,387
New +$149K 0.12% 216

Other funds holding LYG

AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Ethic Inc's LYG Position: Q2 2026 in Review

Ethic Inc reduced its Lloyds Banking Group (LYG) stake by 2.6% in Q2 2026, selling an estimated $212K and leaving 1,439,559 shares worth $8.39M. The position accounts for 0.1% of the portfolio, ranked #198.

Ethic Inc first reported a position in LYG in Q4 2019 and has held it in 27 quarters since. 220 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Ethic Inc held 1,439,559 shares of Lloyds Banking Group worth $8.39M as of Q2 2026.
  • Ethic Inc sold 39,070 Lloyds Banking Group shares in Q2 2026, an estimated $212K.
  • Lloyds Banking Group made up 0.1% of Ethic Inc's portfolio in Q2 2026, its #198 holding.
  • Ethic Inc first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 27 quarters since.
  • 220 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.