Focus Partners Advisor Solutions’s Lloyds Banking Group LYG Stock Holding History

Focus Partners Advisor Solutions’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	$269K	Sell	46,100 -471	-1%	-$2.55K	﹤0.01%	1067
2026 Q1	$234K	Buy	46,571 +13,969	+43%	+$76.6K	﹤0.01%	1080
2025 Q4	$173K	Buy	32,602 +10,093	+45%	+$48.9K	﹤0.01%	1039
2025 Q3	$108K	Sell	22,509 -6,375	-22%	-$27.9K	﹤0.01%	1094
2025 Q2	$123K	Buy	28,884 +10,211	+55%	+$40.6K	﹤0.01%	1048
2025 Q1	$71.3K	Buy	+18,673	New	+$61.7K	﹤0.01%	948
2024 Q4	–	Sell	-11,916	Closed	-$37.2K	–	832
2024 Q3	$37.2K	Buy	+11,916	New	+$35.8K	﹤0.01%	748

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

Focus Partners Advisor Solutions's LYG Position: Q2 2026 in Review

Focus Partners Advisor Solutions reduced its Lloyds Banking Group (LYG) stake by 1% in Q2 2026, selling an estimated $2.55K and leaving 46,100 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1067.

Focus Partners Advisor Solutions first reported a position in LYG in Q3 2024 and has held it in 7 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Focus Partners Advisor Solutions held 46,100 shares of Lloyds Banking Group worth $269K as of Q2 2026.
Focus Partners Advisor Solutions sold 471 Lloyds Banking Group shares in Q2 2026, an estimated $2.55K.
Lloyds Banking Group made up ﹤0.01% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #1067 holding.
Focus Partners Advisor Solutions first reported a position in Lloyds Banking Group in Q3 2024 and has held it in 7 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.