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Evergreen Wealth Solutions’s Lloyds Banking Group LYG Stock Holding History

Evergreen Wealth 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
Q1 		$68.8K Sell
13,675
-1,056
-7% -$5.79K ﹤0.01% 402
2025
Q4 		$78.1K Sell
14,731
-427
-3% -$2.07K 0.01% 216
2025
Q3 		$68.8K Buy
+15,158
New +$66.3K 0.04% 127

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evergreen Wealth Solutions's LYG Position: Q1 2026 in Review

Evergreen Wealth Solutions reduced its Lloyds Banking Group (LYG) stake by 7.2% in Q1 2026, selling an estimated $5.79K and leaving 13,675 shares worth $68.8K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

Evergreen Wealth Solutions first reported a position in LYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $78.1K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Evergreen Wealth Solutions held 13,675 shares of Lloyds Banking Group worth $68.8K as of Q1 2026.
  • Evergreen Wealth Solutions sold 1,056 Lloyds Banking Group shares in Q1 2026, an estimated $5.79K.
  • Lloyds Banking Group made up ﹤0.01% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #402 holding.
  • Evergreen Wealth Solutions first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's Lloyds Banking Group position peaked at $78.1K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.