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GHP Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

GHP Investment 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 		$519 Hold
89
– – ﹤0.01% 1080
2026
Q1 		$448 Buy
+89
New +$488 ﹤0.01% 1118
2023
Q3 		– Sell
-2,604
Closed -$5.6K – 962
2023
Q2 		$5.6K Buy
+2,604
New +$5.97K ﹤0.01% 767

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

GHP Investment Advisors's LYG Position: Q2 2026 in Review

GHP Investment Advisors held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 89 shares worth $519. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

GHP Investment Advisors first reported a position in LYG in Q2 2023 and has held it in 3 quarters since. The position peaked at $5.6K in Q2 2023. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • GHP Investment Advisors held 89 shares of Lloyds Banking Group worth $519 as of Q2 2026.
  • GHP Investment Advisors left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #1080 holding.
  • GHP Investment Advisors first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 3 quarters since.
  • GHP Investment Advisors's Lloyds Banking Group position peaked at $5.6K in Q2 2023.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.