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Foster Victor Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Foster Victor Wealth Advisors’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 		$513K Buy
86,505
+15,370
+22% +$83.3K 0.03% 177
2026
Q1 		$398K Buy
71,135
+1,022
+1% +$5.61K 0.02% 185
2025
Q4 		$385K Buy
70,113
+15,072
+27% +$73K 0.02% 183
2025
Q3 		$253K Buy
55,041
+7,694
+16% +$33.6K 0.02% 193
2025
Q2 		$197K Sell
47,347
-1,245
-3% -$4.95K 0.01% 197
2025
Q1 		$174K Sell
48,592
-5,667
-10% -$18.7K 0.01% 189
2024
Q4 		$155K Sell
54,259
-22,125
-29% -$63.2K 0.01% 186
2024
Q3 		$234K Buy
76,384
+8,882
+13% +$26.6K 0.02% 179
2024
Q2 		$205K Sell
67,502
-56,866
-46% -$153K 0.02% 184
2024
Q1 		$312K Hold
124,368
– – 0.03% 136
2023
Q4 		$303K Buy
124,368
+1,116
+0.9% +$2.39K 0.03% 132
2023
Q3 		$255K Buy
123,252
+11,932
+11% +$25.9K 0.03% 131
2023
Q2 		$244K Buy
111,320
+6,480
+6% +$14.9K 0.03% 139
2023
Q1 		$247K Buy
104,840
+359
+0.3% +$869 0.03% 139
2022
Q4 		$244K Buy
104,481
+6,696
+7% +$13.8K 0.03% 131
2022
Q3 		$186K Buy
97,785
+18,840
+24% +$39.1K 0.03% 136
2022
Q2 		$156K Sell
78,945
-5,819
-7% -$12.8K 0.02% 131
2022
Q1 		$197K Buy
84,764
+45,650
+117% +$121K 0.03% 133
2021
Q4 		$113K Buy
+39,114
New +$99.7K 0.02% 142

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Foster Victor Wealth Advisors's LYG Position: Q2 2026 in Review

Foster Victor Wealth Advisors increased its Lloyds Banking Group (LYG) stake by 22% in Q2 2026, buying an estimated $83.3K and bringing the position to 86,505 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #177.

Foster Victor Wealth Advisors first reported a position in LYG in Q4 2021 and has held it in 19 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Foster Victor Wealth Advisors held 86,505 shares of Lloyds Banking Group worth $513K as of Q2 2026.
  • Foster Victor Wealth Advisors bought 15,370 Lloyds Banking Group shares in Q2 2026, an estimated $83.3K.
  • Lloyds Banking Group made up 0.03% of Foster Victor Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Foster Victor Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2021 and has held it in 19 quarters since.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Foster Victor Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.