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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
Q2 		– Sell
-698
Closed -$1.81K – 2022
2024
Q1 		$1.81K Buy
698
+96
+16% +$220 ﹤0.01% 1125
2023
Q4 		$1.3K Buy
602
+285
+90% +$610 ﹤0.01% 1025
2023
Q3 		$617 Buy
317
+315
+15,750% +$683 ﹤0.01% 800
2023
Q2 		$3.5K Hold
2
– – 0.01% 543
2023
Q1 		$4.67K Hold
2
– – 0.14% 161
2022
Q4 		$4.49K Sell
2
-40
-95% -$82 0.02% 420
2022
Q3 		$3.65K Sell
42
-4
-9% -$8 0.12% 174
2022
Q2 		$4.27K Sell
46
-36
-44% -$79 0.13% 164
2022
Q1 		$8.29K Buy
82
+1
+1% +$3 0.23% 97
2021
Q4 		$7.08K Sell
81
-2,768
-97% -$7.06K 0.16% 178
2021
Q3 		$2K Buy
2,849
+16
+0.6% +$39 ﹤0.01% 941
2021
Q2 		$3K Sell
2,833
-217
-7% -$557 ﹤0.01% 959
2021
Q1 		$7.08K Buy
3,050
+120
+4% +$249 0.14% 122
2020
Q4 		$6K Buy
+2,930
New +$4.94K 0.01% 221
2020
Q2 		– Sell
-15,032
Closed -$22.7K – 509
2020
Q1 		$22.7K Sell
15,032
-12,050
-44% -$31.1K 0.07% 118
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
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Dimensional Fund Advisors
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 24 quarters since. The position peaked at $172K in Q1 2019. 569 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 24 quarters since.
  • Financial Gravity Asset Management's Lloyds Banking Group position peaked at $172K in Q1 2019.
  • 569 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.