Gradient Investments’s Lloyds Banking Group LYG Stock Holding History

Gradient Investments’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	$6.05M	Buy	1,038,552 +57,950	+6%	+$314K	0.08%	178
2026 Q1	$4.93M	Buy	+980,602	New	+$5.38M	0.08%	189
2018 Q2	–	Sell	-132	Closed	–	–	1082
2018 Q1	$0	Hold	132	–	–	﹤0.01%	1100
2017 Q4	$0	Buy	+132	New	+$476	﹤0.01%	1053
2017 Q1	–	Sell	-378	Closed	-$1K	–	804
2016 Q4	$1K	Hold	378	–	–	﹤0.01%	680
2016 Q3	$1K	Buy	+378	New	+$1.12K	﹤0.01%	659

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Gradient Investments's LYG Position: Q2 2026 in Review

Gradient Investments increased its Lloyds Banking Group (LYG) stake by 5.9% in Q2 2026, buying an estimated $314K and bringing the position to 1,038,552 shares worth $6.05M. The position accounts for 0.08% of the portfolio, ranked #178.

Gradient Investments first reported a position in LYG in Q3 2016 and has held it in 6 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Gradient Investments held 1,038,552 shares of Lloyds Banking Group worth $6.05M as of Q2 2026.
Gradient Investments bought 57,950 Lloyds Banking Group shares in Q2 2026, an estimated $314K.
Lloyds Banking Group made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #178 holding.
Gradient Investments first reported a position in Lloyds Banking Group in Q3 2016 and has held it in 6 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.