GI
LYG icon

GAMMA Investing’s Lloyds Banking Group LYG Stock Holding History

GAMMA Investing’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
Q3 		$578K Buy
102,739
+7,374
+8% +$44.2K 0.02% 627
2026
Q2 		$556K Buy
95,365
+10,425
+12% +$56.5K 0.02% 603
2026
Q1 		$427K Buy
84,940
+5,949
+8% +$32.6K 0.02% 653
2025
Q4 		$419K Buy
78,991
+2,852
+4% +$13.8K 0.02% 605
2025
Q3 		$346K Buy
76,139
+4,735
+7% +$20.7K 0.02% 644
2025
Q2 		$303K Buy
71,404
+13,861
+24% +$55.1K 0.02% 670
2025
Q1 		$220K Buy
57,543
+11,225
+24% +$37.1K 0.02% 716
2024
Q4 		$126K Sell
46,318
-6,470
-12% -$18.5K 0.01% 947
2024
Q3 		$165K Buy
52,788
+16,982
+47% +$51K 0.02% 710
2024
Q2 		$97.8K Buy
35,806
+10,830
+43% +$29K 0.01% 793
2024
Q1 		$64.7K Buy
24,976
+4,455
+22% +$10.2K 0.01% 865
2023
Q4 		$43.3K Buy
+20,521
New +$44K 0.01% 980

Other funds holding LYG

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM

GAMMA Investing's LYG Position: Q3 2026 in Review

GAMMA Investing increased its Lloyds Banking Group (LYG) stake by 7.7% in Q3 2026, buying an estimated $44.2K and bringing the position to 102,739 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #627.

GAMMA Investing first reported a position in LYG in Q4 2023 and has held it in 12 quarters since. 19 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • GAMMA Investing held 102,739 shares of Lloyds Banking Group worth $578K as of Q3 2026.
  • GAMMA Investing bought 7,374 Lloyds Banking Group shares in Q3 2026, an estimated $44.2K.
  • Lloyds Banking Group made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #627 holding.
  • GAMMA Investing first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 12 quarters since.
  • 19 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.