Five Oceans Advisors’s Lloyds Banking Group LYG Stock Holding History

Five Oceans Advisors’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	$319K	Hold	54,791	–	–	0.1%	135
2026 Q1	$276K	Hold	54,791	–	–	0.1%	132
2025 Q4	$290K	Hold	54,791	–	–	0.1%	121
2025 Q3	$249K	Hold	54,791	–	–	0.09%	148
2025 Q2	$233K	Hold	54,791	–	–	0.1%	157
2025 Q1	$209K	Sell	54,791 -9,812	-15%	-$32.4K	0.1%	164
2024 Q4	$176K	Buy	64,603 +8,891	+16%	+$25.4K	0.08%	172
2024 Q3	$174K	Hold	55,712	–	–	0.08%	191
2024 Q2	$152K	Buy	55,712 +24,045	+76%	+$64.5K	0.08%	170
2024 Q1	$82K	Buy	31,667 +3	+0%	+$7	0.04%	192
2023 Q4	$75.7K	Buy	31,664 +2,541	+9%	+$5.44K	0.04%	168
2023 Q3	$62K	Buy	29,123 +17	+0.1%	+$37	0.04%	146
2023 Q2	$64K	Hold	29,106	–	–	0.04%	155
2023 Q1	$67.5K	Hold	29,106	–	–	0.04%	150
2022 Q4	$64K	Sell	29,106 -4	-0%	-$8	0.04%	145
2022 Q3	$52K	Buy	29,110 +6,581	+29%	+$13.7K	0.04%	130
2022 Q2	$46K	Buy	22,529 +2,730	+14%	+$6.03K	0.03%	129
2022 Q1	$48K	Buy	+19,799	New	+$52.7K	0.04%	119

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

Five Oceans Advisors's LYG Position: Q2 2026 in Review

Five Oceans Advisors held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 54,791 shares worth $319K. The position accounts for 0.1% of the portfolio, ranked #135.

Five Oceans Advisors first reported a position in LYG in Q1 2022 and has held it in 18 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Five Oceans Advisors held 54,791 shares of Lloyds Banking Group worth $319K as of Q2 2026.
Five Oceans Advisors left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.1% of Five Oceans Advisors's portfolio in Q2 2026, its #135 holding.
Five Oceans Advisors first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 18 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.