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First Pacific Financial’s Lloyds Banking Group LYG Stock Holding History

First Pacific Financial’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 		$72.6K Buy
12,451
+294
+2% +$1.59K 0.01% 227
2026
Q1 		$61.1K Hold
12,157
– – 0.01% 227
2025
Q4 		$64.4K Hold
12,157
– – 0.01% 226
2025
Q3 		$55.2K Buy
+12,157
New +$53.1K 0.01% 233

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

First Pacific Financial's LYG Position: Q2 2026 in Review

First Pacific Financial increased its Lloyds Banking Group (LYG) stake by 2.4% in Q2 2026, buying an estimated $1.59K and bringing the position to 12,451 shares worth $72.6K. The position accounts for 0.01% of the portfolio, ranked #227.

First Pacific Financial first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • First Pacific Financial held 12,451 shares of Lloyds Banking Group worth $72.6K as of Q2 2026.
  • First Pacific Financial bought 294 Lloyds Banking Group shares in Q2 2026, an estimated $1.59K.
  • Lloyds Banking Group made up 0.01% of First Pacific Financial's portfolio in Q2 2026, its #227 holding.
  • First Pacific Financial first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on First Pacific Financial's 13F filing for Q2 2026, filed 20 Jul 2026.