Financial Network Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Financial Network Wealth 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	$74K	Hold	14,840	–	–	0.02%	116
2025 Q4	$78K	Hold	14,840	–	–	0.02%	116
2025 Q3	$73K	Buy	+14,840	New	+$64.9K	0.02%	115
2025 Q1	$56K	Hold	14,840	–	–	0.02%	208
2024 Q4	$40K	Hold	14,840	–	–	0.01%	115
2024 Q3	$46K	Buy	+14,840	New	+$44.5K	0.02%	113
2024 Q2	–	Sell	-14,840	Closed	-$39K	–	107
2024 Q1	$39K	Hold	14,840	–	–	0.02%	43
2023 Q4	$35K	Hold	14,840	–	–	0.02%	108
2023 Q3	$30K	Hold	14,840	–	–	0.01%	101
2023 Q2	$33K	Hold	14,840	–	–	0.02%	101
2023 Q1	$34.4K	Hold	14,840	–	–	0.02%	97
2022 Q4	$32.6K	Hold	14,840	–	–	0.02%	103
2022 Q3	$27K	Hold	14,840	–	–	0.02%	90
2022 Q2	$30K	Hold	14,840	–	–	0.02%	92
2022 Q1	$36K	Buy	+14,840	New	+$39.5K	0.02%	112

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Financial Network Wealth Management's LYG Position: Q1 2026 in Review

Financial Network Wealth Management held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 14,840 shares worth $74K. The position accounts for 0.02% of the portfolio, ranked #116.

Financial Network Wealth Management first reported a position in LYG in Q1 2022 and has held it in 15 quarters since. The position peaked at $78K in Q4 2025. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Financial Network Wealth Management held 14,840 shares of Lloyds Banking Group worth $74K as of Q1 2026.
Financial Network Wealth Management left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2026, its #116 holding.
Financial Network Wealth Management first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 15 quarters since.
Financial Network Wealth Management's Lloyds Banking Group position peaked at $78K in Q4 2025.
567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.