Evoke Wealth’s Lloyds Banking Group LYG Stock Holding History

Evoke Wealth’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	–	Sell	-24,257	Closed	-$122K	–	377
2026 Q1	$122K	Buy	24,257 +3,885	+19%	+$21.3K	﹤0.01%	691
2025 Q4	$108K	Buy	20,372 +6,498	+47%	+$31.5K	﹤0.01%	665
2025 Q3	$63K	Buy	13,874 +2,880	+26%	+$12.6K	﹤0.01%	645
2025 Q2	$46.7K	Buy	+10,994	New	+$43.7K	﹤0.01%	594
2022 Q4	–	Sell	-330	Closed	-$1K	–	812
2022 Q3	$1K	Buy	+330	New	+$685	﹤0.01%	1124
2020 Q3	–	Sell	-89	Closed	–	–	1084
2020 Q2	$0	Sell	89 -2,417	-96%	-$3.63K	﹤0.01%	1135
2020 Q1	$3.79K	Sell	2,506 -6,406	-72%	-$16.5K	﹤0.01%	671
2019 Q4	$29.5K	Sell	8,912 -13	-0.1%	-$39	﹤0.01%	514
2019 Q3	$23.6K	Buy	+8,925	New	+$23.1K	﹤0.01%	615

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Evoke Wealth's LYG Position: Q2 2026 in Review

Evoke Wealth sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 24,257 shares — an estimated $122K sold.

Evoke Wealth first reported a position in LYG in Q3 2019 and held it in 9 quarters. The position peaked at $122K in Q1 2026. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Evoke Wealth reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
Evoke Wealth sold 24,257 Lloyds Banking Group shares in Q2 2026, an estimated $122K.
Evoke Wealth first reported a position in Lloyds Banking Group in Q3 2019 and held it in 9 quarters.
Evoke Wealth's Lloyds Banking Group position peaked at $122K in Q1 2026.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.