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Fortress Private Ledger’s Lloyds Banking Group LYG Stock Holding History

Fortress Private Ledger’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 		$580K Buy
115,254
+13,263
+13% +$72.8K 0.18% 120
2025
Q4 		$541K Buy
101,991
+28,952
+40% +$140K 0.18% 111
2025
Q3 		$332K Buy
73,039
+15,057
+26% +$65.8K 0.12% 151
2025
Q2 		$246K Buy
57,982
+19,572
+51% +$77.8K 0.11% 159
2025
Q1 		$147K Buy
38,410
+17,302
+82% +$57.2K 0.08% 170
2024
Q4 		$57.4K Buy
+21,108
New +$60.3K 0.04% 146

Other funds holding LYG

Fisher Asset Management
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fortress Private Ledger's LYG Position: Q1 2026 in Review

Fortress Private Ledger increased its Lloyds Banking Group (LYG) stake by 13% in Q1 2026, buying an estimated $72.8K and bringing the position to 115,254 shares worth $580K. The position accounts for 0.18% of the portfolio, ranked #120.

Fortress Private Ledger 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.

  • Fortress Private Ledger held 115,254 shares of Lloyds Banking Group worth $580K as of Q1 2026.
  • Fortress Private Ledger bought 13,263 Lloyds Banking Group shares in Q1 2026, an estimated $72.8K.
  • Lloyds Banking Group made up 0.18% of Fortress Private Ledger's portfolio in Q1 2026, its #120 holding.
  • Fortress Private Ledger 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 Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.