Fox Run Management’s Lloyds Banking Group LYG Stock Holding History

Fox Run 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	-41,594	Closed	-$220K	–	1095
2025 Q4	$220K	Buy	+41,594	New	+$201K	0.03%	779

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

Fox Run Management's LYG Position: Q1 2026 in Review

Fox Run Management sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 41,594 shares — an estimated $220K sold.

Fox Run Management first reported a position in LYG in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 572 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Fox Run Management reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Fox Run Management sold 41,594 Lloyds Banking Group shares in Q1 2026, an estimated $220K.
Fox Run Management first reported a position in Lloyds Banking Group in Q4 2025 and held it in 1 quarter.
Fox Run Management's Lloyds Banking Group position peaked at $220K in Q4 2025.
572 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Fox Run Management's 13F filing for Q1 2026, filed 12 May 2026.