Financial Management Professionals’s Lloyds Banking Group LYG Stock Holding History

Financial Management Professionals’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	$4.2K	Buy	720 +334	+87%	+$1.81K	﹤0.01%	713
2026 Q1	$1.94K	Buy	+386	New	+$2.12K	﹤0.01%	735
2023 Q3	–	Sell	-3,631	Closed	-$8K	–	978
2023 Q2	$8K	Sell	3,631 -2,051	-36%	-$4.7K	﹤0.01%	582
2023 Q1	$13K	Buy	+5,682	New	+$13.8K	﹤0.01%	517
2022 Q2	–	Sell	-601	Closed	-$1K	–	1047
2022 Q1	$1K	Buy	+601	New	+$1.6K	﹤0.01%	909
2021 Q4	–	Sell	-5,588	Closed	-$14K	–	1035
2021 Q3	$14K	Buy	+5,588	New	+$13.7K	﹤0.01%	401

Other funds holding LYG

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Financial Management Professionals's LYG Position: Q2 2026 in Review

Financial Management Professionals increased its Lloyds Banking Group (LYG) stake by 87% in Q2 2026, buying an estimated $1.81K and bringing the position to 720 shares worth $4.2K. The position accounts for ﹤0.01% of the portfolio, ranked #713.

Financial Management Professionals first reported a position in LYG in Q3 2021 and has held it in 6 quarters since. The position peaked at $14K in Q3 2021. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Financial Management Professionals held 720 shares of Lloyds Banking Group worth $4.2K as of Q2 2026.
Financial Management Professionals bought 334 Lloyds Banking Group shares in Q2 2026, an estimated $1.81K.
Lloyds Banking Group made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #713 holding.
Financial Management Professionals first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 6 quarters since.
Financial Management Professionals's Lloyds Banking Group position peaked at $14K in Q3 2021.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.