FG
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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Foster Group's LYG Position: Q2 2026 in Review

Foster Group held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 12,376 shares worth $72.2K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Foster Group first reported a position in LYG in Q3 2023 and has held it in 7 quarters since. 101 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Foster Group held 12,376 shares of Lloyds Banking Group worth $72.2K as of Q2 2026.
  • Foster Group left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Foster Group's portfolio in Q2 2026, its #316 holding.
  • Foster Group first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 7 quarters since.
  • 101 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.