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FDx Advisors’s Lloyds Banking Group LYG Stock Holding History

FDx 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 		$380K Sell
65,252
-1,126
-2% -$6.11K 0.11% 114
2026
Q1 		$334K Buy
+66,378
New +$364K 0.11% 123
2020
Q2 		– Sell
-86,343
Closed -$130K – 605
2020
Q1 		$130K Sell
86,343
-53,605
-38% -$138K 0.01% 485
2019
Q4 		$463K Sell
139,948
-656
-0.5% -$1.98K 0.03% 372
2019
Q3 		$371K Sell
140,604
-309,882
-69% -$804K 0.03% 420
2019
Q2 		$1.28M Buy
450,486
+150,677
+50% +$466K 0.05% 268
2019
Q1 		$962K Buy
299,809
+205,809
+219% +$629K 0.04% 305
2018
Q4 		$241K Buy
94,000
+6,457
+7% +$18.4K 0.02% 475
2018
Q3 		$266K Sell
87,543
-53,857
-38% -$173K 0.01% 741
2018
Q2 		$471K Sell
141,400
-161,090
-53% -$572K 0.02% 566
2018
Q1 		$1.13M Sell
302,490
-47,198
-13% -$183K 0.03% 467
2017
Q4 		$1.31M Buy
349,688
+103,110
+42% +$372K 0.04% 456
2017
Q3 		$902K Buy
246,578
+50,603
+26% +$176K 0.02% 564
2017
Q2 		$692K Buy
195,975
+45,250
+30% +$161K 0.02% 644
2017
Q1 		$512K Sell
150,725
-62,765
-29% -$212K 0.02% 772
2016
Q4 		$662K Buy
213,490
+655
+0.3% +$1.92K 0.02% 665
2016
Q3 		$611K Sell
212,835
-3,132
-1% -$9.31K 0.03% 549
2016
Q2 		$641K Sell
215,967
-178,279
-45% -$698K 0.03% 500
2016
Q1 		$1.56M Buy
394,246
+24,995
+7% +$96.8K 0.07% 250
2015
Q4 		$1.61M Buy
369,251
+291,128
+373% +$1.32M 0.07% 237
2015
Q3 		$359K Buy
+78,123
New +$391K 0.03% 558
2015
Q2 		– Sell
-373,200
Closed -$1.74M – 1008
2015
Q1 		$1.74M Buy
373,200
+10,722
+3% +$50K 0.04% 379
2014
Q4 		$1.68M Buy
362,478
+72,390
+25% +$350K 0.1% 187
2014
Q3 		$1.46M Buy
+290,088
New +$1.46M 0.09% 219

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

FDx Advisors's LYG Position: Q2 2026 in Review

FDx Advisors reduced its Lloyds Banking Group (LYG) stake by 1.7% in Q2 2026, selling an estimated $6.11K and leaving 65,252 shares worth $380K. The position accounts for 0.11% of the portfolio, ranked #114.

FDx Advisors first reported a position in LYG in Q3 2014 and has held it in 24 quarters since. The position peaked at $1.74M in Q1 2015. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • FDx Advisors held 65,252 shares of Lloyds Banking Group worth $380K as of Q2 2026.
  • FDx Advisors sold 1,126 Lloyds Banking Group shares in Q2 2026, an estimated $6.11K.
  • Lloyds Banking Group made up 0.11% of FDx Advisors's portfolio in Q2 2026, its #114 holding.
  • FDx Advisors first reported a position in Lloyds Banking Group in Q3 2014 and has held it in 24 quarters since.
  • FDx Advisors's Lloyds Banking Group position peaked at $1.74M in Q1 2015.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on FDx Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.