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

Fiduciary 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 		$105K Buy
18,028
+1,891
+12% +$10.3K 0.01% 371
2026
Q1 		$81.2K Buy
16,137
+1,027
+7% +$5.63K 0.01% 344
2025
Q4 		$80.1K Hold
15,110
– – 0.01% 329
2025
Q3 		$68.6K Buy
15,110
+2,380
+19% +$10.4K 0.01% 322
2025
Q2 		$53.8K Sell
12,730
-67
-0.5% -$266 0.01% 298
2025
Q1 		$45.8K Hold
12,797
– – 0.01% 282
2024
Q4 		$33K Hold
12,797
– – 0.01% 276
2024
Q3 		$38.9K Hold
12,797
– – 0.01% 258
2024
Q2 		$38.9K Buy
+12,797
New +$34.3K 0.01% 255

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

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

Fiduciary Financial Group increased its Lloyds Banking Group (LYG) stake by 12% in Q2 2026, buying an estimated $10.3K and bringing the position to 18,028 shares worth $105K. The position accounts for 0.01% of the portfolio, ranked #371.

Fiduciary Financial Group first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Fiduciary Financial Group held 18,028 shares of Lloyds Banking Group worth $105K as of Q2 2026.
  • Fiduciary Financial Group bought 1,891 Lloyds Banking Group shares in Q2 2026, an estimated $10.3K.
  • Lloyds Banking Group made up 0.01% of Fiduciary Financial Group's portfolio in Q2 2026, its #371 holding.
  • Fiduciary Financial Group first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.