First Affirmative Financial Network’s Lloyds Banking Group LYG Stock Holding History

First Affirmative Financial Network’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	$287K	Buy	+57,044	New	+$313K	0.11%	220
2025 Q3	$271K	Sell	59,632 -5,501	-8%	-$24K	0.13%	203
2025 Q2	$277K	Sell	65,133 -1,854	-3%	-$7.37K	0.14%	190
2025 Q1	$256K	Sell	66,987 -12,460	-16%	-$41.2K	0.16%	180
2024 Q4	$216K	Sell	79,447 -10,061	-11%	-$28.7K	0.12%	223
2024 Q3	$279K	Sell	89,508 -17,420	-16%	-$52.3K	0.15%	183
2024 Q2	$292K	Sell	106,928 -1,618	-1%	-$4.34K	0.2%	154
2024 Q1	$281K	Buy	108,546 +315	+0.3%	+$723	0.21%	164
2023 Q4	$259K	Sell	108,231 -1,238	-1%	-$2.65K	0.21%	171
2023 Q3	$233K	Buy	109,469 +29,475	+37%	+$63.9K	0.23%	157
2023 Q2	$176K	Buy	79,994 +34,336	+75%	+$78.7K	0.18%	175
2023 Q1	$106K	Buy	45,658 +25,225	+123%	+$61K	0.12%	150
2022 Q4	$45K	Buy	20,433 +3,856	+23%	+$7.93K	0.05%	148
2022 Q3	$30K	Buy	16,577 +448	+3%	+$930	0.04%	137
2022 Q2	$33K	Buy	+16,129	New	+$35.6K	0.04%	139

Other funds holding LYG

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

First Affirmative Financial Network's LYG Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 57,044 shares worth $287K. The stake represents 0.11% of the portfolio and ranks #220 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in LYG as recently as Q3 2025.

First Affirmative Financial Network first reported a position in LYG in Q2 2022 and has held it in 15 quarters since. The position peaked at $292K in Q2 2024. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

First Affirmative Financial Network held 57,044 shares of Lloyds Banking Group worth $287K as of Q1 2026.
Lloyds Banking Group was a new First Affirmative Financial Network position in Q1 2026.
Lloyds Banking Group made up 0.11% of First Affirmative Financial Network's portfolio in Q1 2026, its #220 holding.
First Affirmative Financial Network first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 15 quarters since.
First Affirmative Financial Network's Lloyds Banking Group position peaked at $292K in Q2 2024.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.