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Gibbs Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Gibbs Wealth 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
Q1 		$608K Buy
120,811
+92,371
+325% +$507K 0.08% 247
2025
Q4 		$154K Buy
28,440
+630
+2% +$3.05K 0.04% 322
2025
Q3 		$126K Sell
27,810
-15,784
-36% -$69K 0.03% 327
2025
Q2 		$185K Sell
43,594
-24,494
-36% -$97.4K 0.04% 360
2025
Q1 		$260K Buy
68,088
+7,948
+13% +$26.3K 0.06% 271
2024
Q4 		$164K Buy
60,140
+13,695
+29% +$39.1K 0.04% 282
2024
Q3 		$145K Buy
46,445
+23,822
+105% +$71.5K 0.05% 255
2024
Q2 		$61.8K Buy
+22,623
New +$60.7K 0.03% 228

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Gibbs Wealth Management's LYG Position: Q1 2026 in Review

Gibbs Wealth Management increased its Lloyds Banking Group (LYG) stake by 325% in Q1 2026, buying an estimated $507K and bringing the position to 120,811 shares worth $608K. The position accounts for 0.08% of the portfolio, ranked #247.

Gibbs Wealth Management first reported a position in LYG in Q2 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Gibbs Wealth Management held 120,811 shares of Lloyds Banking Group worth $608K as of Q1 2026.
  • Gibbs Wealth Management bought 92,371 Lloyds Banking Group shares in Q1 2026, an estimated $507K.
  • Lloyds Banking Group made up 0.08% of Gibbs Wealth Management's portfolio in Q1 2026, its #247 holding.
  • Gibbs Wealth Management first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 8 quarters since.
  • 569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.