Forum Financial Management’s Lloyds Banking Group LYG Stock Holding History

Forum Financial 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	-181,796	Closed	-$964K	–	709
2025 Q4	$964K	Hold	181,796	–	–	0.01%	257
2025 Q3	$825K	Hold	181,796	–	–	0.01%	280
2025 Q2	$773K	Hold	181,796	–	–	0.01%	270
2025 Q1	$694K	Hold	181,796	–	–	0.01%	274
2024 Q4	$494K	Buy	181,796 +47,752	+36%	+$136K	0.01%	382
2024 Q3	$418K	Hold	134,044	–	–	0.01%	386
2024 Q2	$366K	Buy	134,044 +67,750	+102%	+$182K	0.01%	411
2024 Q1	$172K	Hold	66,294	–	–	﹤0.01%	714
2023 Q4	$158K	Sell	66,294 -32,619	-33%	-$69.9K	﹤0.01%	664
2023 Q3	$211K	Hold	98,913	–	–	﹤0.01%	572
2023 Q2	$218K	Sell	98,913 -282	-0.3%	-$647	﹤0.01%	580
2023 Q1	$230K	Sell	99,195 -20,374	-17%	-$49.3K	0.01%	499
2022 Q4	$263K	Hold	119,569	–	–	0.01%	430
2022 Q3	$214K	Hold	119,569	–	–	0.01%	477
2022 Q2	$244K	Hold	119,569	–	–	0.01%	439
2022 Q1	$288K	Hold	119,569	–	–	0.01%	411
2021 Q4	$305K	Buy	+119,569	New	+$305K	0.02%	414

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

Forum Financial Management's LYG Position: Q1 2026 in Review

Forum Financial Management sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 181,796 shares — an estimated $964K sold.

Forum Financial Management first reported a position in LYG in Q4 2021 and held it in 17 quarters. The position peaked at $964K in Q4 2025. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Forum Financial Management reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 181,796 Lloyds Banking Group shares in Q1 2026, an estimated $964K.
Forum Financial Management first reported a position in Lloyds Banking Group in Q4 2021 and held it in 17 quarters.
Forum Financial Management's Lloyds Banking Group position peaked at $964K in Q4 2025.
572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.