FMB Wealth Management’s Lloyds Banking Group LYG Stock Holding History

FMB Wealth Management’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	–	Sell	-11,812	Closed	-$62.6K	–	87
2025 Q4	$62.6K	Hold	11,812	–	–	0.02%	91
2025 Q3	$53.6K	Hold	11,812	–	–	0.02%	89
2025 Q2	$50.2K	Hold	11,812	–	–	0.02%	84
2025 Q1	$45.1K	Hold	11,812	–	–	0.03%	75
2024 Q4	$32.1K	Hold	11,812	–	–	0.02%	67
2024 Q3	$36.9K	Sell	11,812 -3	-0%	-$9	0.02%	75
2024 Q2	$32.3K	Sell	11,815 -91	-0.8%	-$244	0.02%	69
2024 Q1	$30.8K	Buy	11,906 +1	+0%	+$2	0.02%	67
2023 Q4	$28.5K	Hold	11,905	–	–	0.03%	63
2023 Q3	$25.4K	Sell	11,905 -70	-0.6%	-$152	0.03%	52
2023 Q2	$26.3K	Sell	11,975 -3	-0%	-$7	0.03%	53
2023 Q1	$27.8K	Sell	11,978 -4	-0%	-$10	0.03%	52
2022 Q4	$26.4K	Buy	+11,982	New	+$24.7K	0.03%	54

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FMB Wealth Management's LYG Position: Q1 2026 in Review

FMB Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 11,812 shares — an estimated $62.6K sold.

FMB Wealth Management first reported a position in LYG in Q4 2022 and held it in 13 quarters. The position peaked at $62.6K in Q4 2025. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

FMB Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
FMB Wealth Management sold 11,812 Lloyds Banking Group shares in Q1 2026, an estimated $62.6K.
FMB Wealth Management first reported a position in Lloyds Banking Group in Q4 2022 and held it in 13 quarters.
FMB Wealth Management's Lloyds Banking Group position peaked at $62.6K in Q4 2025.
569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.