Frazier Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Frazier Financial 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	–	Sell	-242	Closed	-$1.22K	–	746
2026 Q1	$1.22K	Buy	+242	New	+$1.33K	﹤0.01%	600
2024 Q4	–	Sell	-3,456	Closed	-$10.8K	–	787
2024 Q3	$10.8K	Sell	3,456 -8,140	-70%	-$24.4K	0.01%	354
2024 Q2	$31.7K	Buy	11,596 +8,363	+259%	+$22.4K	0.03%	217
2024 Q1	$8.37K	Buy	3,233 +2,535	+363%	+$5.82K	0.01%	458
2023 Q4	$1.67K	Buy	+698	New	+$1.5K	﹤0.01%	695

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

Frazier Financial Advisors's LYG Position: Q2 2026 in Review

Frazier Financial Advisors sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 242 shares — an estimated $1.22K sold.

Frazier Financial Advisors first reported a position in LYG in Q4 2023 and held it in 5 quarters. The position peaked at $31.7K in Q2 2024. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Frazier Financial Advisors reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
Frazier Financial Advisors sold 242 Lloyds Banking Group shares in Q2 2026, an estimated $1.22K.
Frazier Financial Advisors first reported a position in Lloyds Banking Group in Q4 2023 and held it in 5 quarters.
Frazier Financial Advisors's Lloyds Banking Group position peaked at $31.7K in Q2 2024.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Frazier Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.