GI
LYG icon

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
Q3 		$5.74M Sell
1,019,514
-19,038
-2% -$114K 0.08% 194
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

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Gradient Investments's LYG Position: Q3 2026 in Review

Gradient Investments reduced its Lloyds Banking Group (LYG) stake by 1.8% in Q3 2026, selling an estimated $114K and leaving 1,019,514 shares worth $5.74M. The position accounts for 0.08% of the portfolio, ranked #194.

Gradient Investments first reported a position in LYG in Q3 2016 and has held it in 7 quarters since. The position peaked at $6.05M in Q2 2026. 19 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Gradient Investments held 1,019,514 shares of Lloyds Banking Group worth $5.74M as of Q3 2026.
  • Gradient Investments sold 19,038 Lloyds Banking Group shares in Q3 2026, an estimated $114K.
  • Lloyds Banking Group made up 0.08% of Gradient Investments's portfolio in Q3 2026, its #194 holding.
  • Gradient Investments first reported a position in Lloyds Banking Group in Q3 2016 and has held it in 7 quarters since.
  • Gradient Investments's Lloyds Banking Group position peaked at $6.05M in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.