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Financial Gravity Companies’s Lloyds Banking Group LYG Stock Holding History

Financial Gravity Companies’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 		$41 Buy
+7
New +$38 ﹤0.01% 959
2018
Q4 		$151K Buy
+49,992
New +$142K 0.14% 160
2018
Q1 		$1K Sell
245
-737
-75% -$2.85K ﹤0.01% 1191
2017
Q4 		$4K Buy
+982
New +$3.54K ﹤0.01% 773

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

Financial Gravity Companies's LYG Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 7 shares worth $41. The stake represents ﹤0.01% of the portfolio and ranks #959 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LYG as recently as Q4 2018.

Financial Gravity Companies first reported a position in LYG in Q4 2017 and has held it in 4 quarters since. The position peaked at $151K in Q4 2018. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Financial Gravity Companies held 7 shares of Lloyds Banking Group worth $41 as of Q2 2026.
  • Lloyds Banking Group was a new Financial Gravity Companies position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #959 holding.
  • Financial Gravity Companies first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 4 quarters since.
  • Financial Gravity Companies's Lloyds Banking Group position peaked at $151K in Q4 2018.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.