EWA
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EverSource Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

EverSource Wealth Advisors’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 		$390K Sell
66,821
-42,443
-39% -$230K 0.01% 678
2026
Q1 		$550K Buy
109,264
+25,222
+30% +$138K 0.02% 566
2025
Q4 		$445K Buy
84,042
+4,496
+6% +$21.8K 0.02% 578
2025
Q3 		$361K Buy
79,546
+7,727
+11% +$33.8K 0.01% 628
2025
Q2 		$305K Buy
71,819
+40,324
+128% +$160K 0.01% 663
2025
Q1 		$120K Buy
31,495
+10,258
+48% +$33.9K 0.01% 844
2024
Q4 		$57.8K Buy
21,237
+1,249
+6% +$3.57K ﹤0.01% 1124
2024
Q3 		$62.4K Buy
19,988
+2,439
+14% +$7.32K ﹤0.01% 976
2024
Q2 		$53.2K Buy
17,549
+1,477
+9% +$3.96K ﹤0.01% 1060
2024
Q1 		$41.1K Buy
16,072
+4,955
+45% +$11.4K ﹤0.01% 1061
2023
Q4 		$26.6K Buy
11,117
+8,027
+260% +$17.2K ﹤0.01% 1124
2023
Q3 		$6.58K Sell
3,090
-2,553
-45% -$5.54K ﹤0.01% 1581
2023
Q2 		$12.4K Buy
5,643
+517
+10% +$1.19K ﹤0.01% 1351
2023
Q1 		$11.9K Sell
5,126
-1,755
-26% -$4.25K ﹤0.01% 1278
2022
Q4 		$15.1K Sell
6,881
-7,145
-51% -$14.7K ﹤0.01% 1169
2022
Q3 		$26K Buy
14,026
+11,108
+381% +$23.1K 0.01% 818
2022
Q2 		$6K Hold
2,918
– – ﹤0.01% 1206
2022
Q1 		$7K Sell
2,918
-1,723
-37% -$4.58K ﹤0.01% 1138
2021
Q4 		$12K Buy
+4,641
New +$11.8K ﹤0.01% 893

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

EverSource Wealth Advisors's LYG Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Lloyds Banking Group (LYG) stake by 39% in Q2 2026, selling an estimated $230K and leaving 66,821 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #678.

EverSource Wealth Advisors first reported a position in LYG in Q4 2021 and has held it in 19 quarters since. The position peaked at $550K in Q1 2026. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • EverSource Wealth Advisors held 66,821 shares of Lloyds Banking Group worth $390K as of Q2 2026.
  • EverSource Wealth Advisors sold 42,443 Lloyds Banking Group shares in Q2 2026, an estimated $230K.
  • Lloyds Banking Group made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #678 holding.
  • EverSource Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Lloyds Banking Group position peaked at $550K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.