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Everhart Financial Group’s Lloyds Banking Group LYG Stock Holding History

Everhart Financial Group’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 		$67K Buy
11,499
+434
+4% +$2.35K ﹤0.01% 472
2026
Q1 		$55.7K Buy
+11,065
New +$60.7K ﹤0.01% 457

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Everhart Financial Group's LYG Position: Q2 2026 in Review

Everhart Financial Group increased its Lloyds Banking Group (LYG) stake by 3.9% in Q2 2026, buying an estimated $2.35K and bringing the position to 11,499 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Everhart Financial Group first reported a position in LYG in Q1 2026 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Everhart Financial Group held 11,499 shares of Lloyds Banking Group worth $67K as of Q2 2026.
  • Everhart Financial Group bought 434 Lloyds Banking Group shares in Q2 2026, an estimated $2.35K.
  • Lloyds Banking Group made up ﹤0.01% of Everhart Financial Group's portfolio in Q2 2026, its #472 holding.
  • Everhart Financial Group first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.