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GeoWealth Management’s Lloyds Banking Group LYG Stock Holding History

GeoWealth 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
Q2 		$596K Sell
102,196
-529
-0.5% -$2.87K 0.02% 460
2026
Q1 		$517K Buy
102,725
+7,827
+8% +$42.9K 0.02% 467
2025
Q4 		$503K Buy
94,898
+1,381
+1% +$6.69K 0.02% 435
2025
Q3 		$425K Buy
93,517
+72,603
+347% +$317K 0.02% 479
2025
Q2 		$88.9K Buy
20,914
+14
+0.1% +$56 ﹤0.01% 838
2025
Q1 		$79.8K Buy
20,900
+45
+0.2% +$149 ﹤0.01% 830
2024
Q4 		$56.7K Buy
20,855
+2,642
+15% +$7.54K ﹤0.01% 1128
2024
Q3 		$56.8K Sell
18,213
-5,842
-24% -$17.5K ﹤0.01% 1034
2024
Q2 		$65.7K Buy
24,055
+3,988
+20% +$10.7K ﹤0.01% 802
2024
Q1 		$52K Buy
20,067
+11,834
+144% +$27.2K ﹤0.01% 805
2023
Q4 		$20K Buy
8,233
+107
+1% +$229 ﹤0.01% 652
2023
Q3 		$17K Buy
+8,126
New +$17.6K ﹤0.01% 440

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

GeoWealth Management's LYG Position: Q2 2026 in Review

GeoWealth Management reduced its Lloyds Banking Group (LYG) stake by 0.51% in Q2 2026, selling an estimated $2.87K and leaving 102,196 shares worth $596K. The position accounts for 0.02% of the portfolio, ranked #460.

GeoWealth Management first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • GeoWealth Management held 102,196 shares of Lloyds Banking Group worth $596K as of Q2 2026.
  • GeoWealth Management sold 529 Lloyds Banking Group shares in Q2 2026, an estimated $2.87K.
  • Lloyds Banking Group made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #460 holding.
  • GeoWealth Management first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.