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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Focus Partners Wealth's LYG Position: Q1 2026 in Review

Focus Partners Wealth increased its Lloyds Banking Group (LYG) stake by 9.7% in Q1 2026, buying an estimated $529K and bringing the position to 1,086,221 shares worth $5.46M. The position accounts for 0.01% of the portfolio, ranked #906.

Focus Partners Wealth first reported a position in LYG in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Focus Partners Wealth held 1,086,221 shares of Lloyds Banking Group worth $5.46M as of Q1 2026.
Focus Partners Wealth bought 96,429 Lloyds Banking Group shares in Q1 2026, an estimated $529K.
Lloyds Banking Group made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #906 holding.
Focus Partners Wealth first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.