Frank Rimerman Advisors’s Lloyds Banking Group LYG Stock Holding History

Frank Rimerman 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	$365K	Buy	62,569 +3,704	+6%	+$20.1K	0.02%	475
2026 Q1	$296K	Sell	58,865 -1,225	-2%	-$6.72K	0.02%	502
2025 Q4	$318K	Buy	60,090 +1,225	+2%	+$5.93K	0.02%	494
2025 Q3	$267K	Hold	58,865	–	–	0.02%	508
2025 Q2	$250K	Buy	+58,865	New	+$234K	0.02%	497

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Frank Rimerman Advisors's LYG Position: Q2 2026 in Review

Frank Rimerman Advisors increased its Lloyds Banking Group (LYG) stake by 6.3% in Q2 2026, buying an estimated $20.1K and bringing the position to 62,569 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #475.

Frank Rimerman Advisors first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Frank Rimerman Advisors held 62,569 shares of Lloyds Banking Group worth $365K as of Q2 2026.
Frank Rimerman Advisors bought 3,704 Lloyds Banking Group shares in Q2 2026, an estimated $20.1K.
Lloyds Banking Group made up 0.02% of Frank Rimerman Advisors's portfolio in Q2 2026, its #475 holding.
Frank Rimerman Advisors first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.