FIA
LYG icon

Foundations Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Foundations Investment 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 		$377K Sell
64,717
-2,225
-3% -$12.1K ﹤0.01% 867
2026
Q1 		$337K Buy
66,942
+5,144
+8% +$28.2K ﹤0.01% 864
2025
Q4 		$328K Sell
61,798
-13,869
-18% -$67.2K ﹤0.01% 860
2025
Q3 		$344K Sell
75,667
-2,732
-3% -$11.9K 0.01% 787
2025
Q2 		$333K Buy
78,399
+6,451
+9% +$25.6K 0.01% 706
2025
Q1 		$275K Sell
71,948
-10,059
-12% -$33.3K 0.01% 737
2024
Q4 		$223K Sell
82,007
-2,085
-2% -$5.96K ﹤0.01% 770
2024
Q3 		$262K Buy
84,092
+2,838
+3% +$8.52K 0.01% 672
2024
Q2 		$222K Buy
81,254
+4,527
+6% +$12.1K 0.01% 696
2024
Q1 		$199K Sell
76,727
-14,194
-16% -$32.6K 0.01% 680
2023
Q4 		$195K Buy
90,921
+1,959
+2% +$4.2K 0.01% 643
2023
Q3 		$189K Sell
88,962
-55,134
-38% -$120K 0.01% 618
2023
Q2 		$317K Sell
144,096
-41,865
-23% -$96K 0.01% 460
2023
Q1 		$431K Buy
185,961
+30,126
+19% +$72.9K 0.02% 343
2022
Q4 		$343K Buy
155,835
+65,218
+72% +$134K 0.01% 325
2022
Q3 		$162K Buy
90,617
+3,160
+4% +$6.56K 0.01% 384
2022
Q2 		$173K Buy
87,457
+25,890
+42% +$57.1K 0.01% 374
2022
Q1 		$143K Buy
61,567
+12,153
+25% +$32.3K 0.01% 340
2021
Q4 		$143K Buy
49,414
+31,355
+174% +$80K 0.01% 339
2021
Q3 		$45K Buy
18,059
+3,650
+25% +$8.94K ﹤0.01% 309
2021
Q2 		$37K Buy
+14,409
New +$37K ﹤0.01% 299
2021
Q1 		– Sell
-10,186
Closed -$20K – 231
2020
Q4 		$20K Buy
+10,186
New +$17.2K ﹤0.01% 188
2020
Q2 		– Sell
-11,022
Closed -$14K – 170
2020
Q1 		$14K Buy
+11,022
New +$28.4K ﹤0.01% 117

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

Foundations Investment Advisors's LYG Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Lloyds Banking Group (LYG) stake by 3.3% in Q2 2026, selling an estimated $12.1K and leaving 64,717 shares worth $377K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Foundations Investment Advisors first reported a position in LYG in Q1 2020 and has held it in 23 quarters since. The position peaked at $431K in Q1 2023. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Foundations Investment Advisors held 64,717 shares of Lloyds Banking Group worth $377K as of Q2 2026.
  • Foundations Investment Advisors sold 2,225 Lloyds Banking Group shares in Q2 2026, an estimated $12.1K.
  • Lloyds Banking Group made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #867 holding.
  • Foundations Investment Advisors first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 23 quarters since.
  • Foundations Investment Advisors's Lloyds Banking Group position peaked at $431K in Q1 2023.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.