Financial Gravity Asset Management’s Lloyds Banking Group LYG Stock Holding History

Financial Gravity Asset Management’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 Q1	$35	Hold	7	–	–	﹤0.01%	892
2025 Q4	$37	Buy	+7	New	+$34	﹤0.01%	710
2024 Q1	–	Sell	-285	Closed	-$682	–	1270
2023 Q4	$682	Buy	+285	New	+$610	﹤0.01%	849
2021 Q3	$2K	Buy	2,849 +16	+0.6%	+$39	﹤0.01%	941
2021 Q2	$3K	Buy	+2,833	New	+$7.27K	﹤0.01%	959
2020 Q4	$6K	Buy	+2,930	New	+$4.94K	0.01%	221
2019 Q4	$3K	Sell	27,082 -11,929	-31%	-$36.1K	﹤0.01%	1313
2019 Q3	$103K	Sell	39,011 -2,866	-7%	-$7.43K	0.09%	201
2019 Q2	$119K	Sell	41,877 -10,475	-20%	-$32.4K	0.1%	209
2019 Q1	$172K	Buy	+52,352	New	+$160K	0.14%	150
2018 Q3	$142K	Buy	49,624 +5,149	+12%	+$16.5K	0.15%	162
2018 Q2	$140K	Buy	44,475 +44,230	+18,053%	+$157K	0.13%	169
2018 Q1	$1K	Buy	+245	New	+$949	﹤0.01%	1191

Other funds holding LYG

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Gravity Asset Management's LYG Position: Q1 2026 in Review

Financial Gravity Asset Management held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 7 shares worth $35. The position accounts for ﹤0.01% of the portfolio, ranked #892.

Financial Gravity Asset Management first reported a position in LYG in Q1 2018 and has held it in 13 quarters since. The position peaked at $172K in Q1 2019. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Financial Gravity Asset Management held 7 shares of Lloyds Banking Group worth $35 as of Q1 2026.
Financial Gravity Asset Management left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #892 holding.
Financial Gravity Asset Management first reported a position in Lloyds Banking Group in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Lloyds Banking Group position peaked at $172K in Q1 2019.
572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.