Foster Group’s Lloyds Banking Group LYG Stock Holding History

Foster Group’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 Q3	$69.7K	Hold	12,376	–	–	﹤0.01%	312
2026 Q2	$72.2K	Hold	12,376	–	–	﹤0.01%	316
2026 Q1	$62.3K	Hold	12,376	–	–	﹤0.01%	282
2025 Q4	$65.6K	Buy	12,376 +1,337	+12%	+$6.47K	﹤0.01%	298
2025 Q3	$50.1K	Sell	11,039 -1,927	-15%	-$8.42K	﹤0.01%	266
2025 Q2	$55.1K	Buy	+12,966	New	+$51.5K	﹤0.01%	262
2024 Q1	–	Sell	-10,544	Closed	-$22.5K	–	202
2023 Q4	$22.5K	Hold	10,544	–	–	﹤0.01%	168
2023 Q3	$22.5K	Buy	+10,544	New	+$22.9K	﹤0.01%	168

Other funds holding LYG

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HJIM

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

HAG

HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

Foster Group's LYG Position: Q3 2026 in Review

Foster Group held its Lloyds Banking Group (LYG) position steady in Q3 2026 at 12,376 shares worth $69.7K. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Foster Group first reported a position in LYG in Q3 2023 and has held it in 8 quarters since. The position peaked at $72.2K in Q2 2026. 96 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Foster Group held 12,376 shares of Lloyds Banking Group worth $69.7K as of Q3 2026.
Foster Group left its Lloyds Banking Group share count unchanged in Q3 2026.
Lloyds Banking Group made up ﹤0.01% of Foster Group's portfolio in Q3 2026, its #312 holding.
Foster Group first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 8 quarters since.
Foster Group's Lloyds Banking Group position peaked at $72.2K in Q2 2026.
96 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.