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Gateway Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Gateway Wealth Partners’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 		$92K Sell
15,785
-17,452
-53% -$94.6K 0.01% 750
2026
Q1 		$167K Buy
+33,237
New +$182K 0.01% 912

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

Gateway Wealth Partners's LYG Position: Q2 2026 in Review

Gateway Wealth Partners reduced its Lloyds Banking Group (LYG) stake by 53% in Q2 2026, selling an estimated $94.6K and leaving 15,785 shares worth $92K. The position accounts for 0.01% of the portfolio, ranked #750.

Gateway Wealth Partners first reported a position in LYG in Q1 2026 and has held it in 2 quarters since. The position peaked at $167K in Q1 2026. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Gateway Wealth Partners held 15,785 shares of Lloyds Banking Group worth $92K as of Q2 2026.
  • Gateway Wealth Partners sold 17,452 Lloyds Banking Group shares in Q2 2026, an estimated $94.6K.
  • Lloyds Banking Group made up 0.01% of Gateway Wealth Partners's portfolio in Q2 2026, its #750 holding.
  • Gateway Wealth Partners first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 2 quarters since.
  • Gateway Wealth Partners's Lloyds Banking Group position peaked at $167K in Q1 2026.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.