First Command Advisory Services’s Lloyds Banking Group LYG Stock Holding History

First Command Advisory Services’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	$86.5K	Buy	14,837 +14,472	+3,965%	+$78.5K	﹤0.01%	332
2026 Q1	$1.84K	Buy	365 +36	+11%	+$198	﹤0.01%	949
2025 Q4	$1.74K	Hold	329	–	–	﹤0.01%	671
2025 Q3	$1.49K	Hold	329	–	–	﹤0.01%	559
2025 Q2	$1.4K	Hold	329	–	–	﹤0.01%	527
2025 Q1	$1.26K	Buy	+329	New	+$1.09K	﹤0.01%	528

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

First Command Advisory Services's LYG Position: Q2 2026 in Review

First Command Advisory Services increased its Lloyds Banking Group (LYG) stake by 3,965% in Q2 2026, buying an estimated $78.5K and bringing the position to 14,837 shares worth $86.5K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

First Command Advisory Services first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

First Command Advisory Services held 14,837 shares of Lloyds Banking Group worth $86.5K as of Q2 2026.
First Command Advisory Services bought 14,472 Lloyds Banking Group shares in Q2 2026, an estimated $78.5K.
Lloyds Banking Group made up ﹤0.01% of First Command Advisory Services's portfolio in Q2 2026, its #332 holding.
First Command Advisory Services first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on First Command Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.