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 Q3	$297K	Buy	+52,806	New	+$316K	0.07%	289
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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

First Affirmative Financial Network's LYG Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Lloyds Banking Group (LYG) in Q3 2026: 52,806 shares worth $297K. The stake represents 0.07% of the portfolio and ranks #289 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in LYG as recently as Q1 2026.

First Affirmative Financial Network first reported a position in LYG in Q2 2022 and has held it in 16 quarters since. 170 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

First Affirmative Financial Network held 52,806 shares of Lloyds Banking Group worth $297K as of Q3 2026.
Lloyds Banking Group was a new First Affirmative Financial Network position in Q3 2026.
Lloyds Banking Group made up 0.07% of First Affirmative Financial Network's portfolio in Q3 2026, its #289 holding.
First Affirmative Financial Network first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 16 quarters since.
170 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.