Focus Partners Wealth
LYG icon

Focus Partners Wealth’s Lloyds Banking Group LYG Stock Holding History

Focus Partners Wealth’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 		$6.69M Buy
1,148,141
+61,920
+6% +$336K 0.01% 846
2026
Q1 		$5.46M Buy
1,086,221
+96,429
+10% +$529K 0.01% 906
2025
Q4 		$5.23M Buy
989,792
+52,378
+6% +$254K 0.01% 924
2025
Q3 		$4.26M Buy
937,414
+37,910
+4% +$166K 0.01% 797
2025
Q2 		$3.82M Buy
899,504
+82,010
+10% +$326K 0.01% 752
2025
Q1 		$3.12M Buy
817,494
+806,043
+7,039% +$2.67M 0.01% 748
2024
Q4 		$31.1K Buy
+11,451
New +$32.7K ﹤0.01% 1834

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

Focus Partners Wealth's LYG Position: Q2 2026 in Review

Focus Partners Wealth increased its Lloyds Banking Group (LYG) stake by 5.7% in Q2 2026, buying an estimated $336K and bringing the position to 1,148,141 shares worth $6.69M. The position accounts for 0.01% of the portfolio, ranked #846.

Focus Partners Wealth first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Focus Partners Wealth held 1,148,141 shares of Lloyds Banking Group worth $6.69M as of Q2 2026.
  • Focus Partners Wealth bought 61,920 Lloyds Banking Group shares in Q2 2026, an estimated $336K.
  • Lloyds Banking Group made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #846 holding.
  • Focus Partners Wealth first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.