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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

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

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. 612 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.
  • 612 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.