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Great Diamond Partners’s Lloyds Banking Group LYG Stock Holding History

Great Diamond Partners’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 		$76K Hold
13,041
– – 0.01% 238
2026
Q1 		$65.6K Buy
13,041
+196
+2% +$1.07K 0.01% 228
2025
Q4 		$68.1K Hold
12,845
– – 0.01% 227
2025
Q3 		$58.3K Hold
12,845
– – 0.01% 225
2025
Q2 		$54.6K Sell
12,845
-6,042
-32% -$24K 0.01% 225
2025
Q1 		$72.1K Sell
18,887
-3,478
-16% -$11.5K 0.02% 178
2024
Q4 		$60.8K Buy
22,365
+159
+0.7% +$454 0.02% 185
2024
Q3 		$69.3K Buy
22,206
+118
+0.5% +$354 0.02% 195
2024
Q2 		$60.3K Sell
22,088
-4,256
-16% -$11.4K 0.01% 211
2024
Q1 		$68.2K Sell
26,344
-4,124
-14% -$9.46K 0.02% 219
2023
Q4 		$72.8K Buy
30,468
+9,208
+43% +$19.7K 0.02% 230
2023
Q3 		$45.3K Buy
21,260
+383
+2% +$831 0.01% 220
2023
Q2 		$45.9K Buy
20,877
+6,306
+43% +$14.5K 0.01% 219
2023
Q1 		$33.8K Buy
14,571
+3,249
+29% +$7.86K 0.01% 214
2022
Q4 		$24.9K Buy
+11,322
New +$23.3K 0.01% 211

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

Great Diamond Partners's LYG Position: Q2 2026 in Review

Great Diamond Partners held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 13,041 shares worth $76K. The position accounts for 0.01% of the portfolio, ranked #238.

Great Diamond Partners first reported a position in LYG in Q4 2022 and has held it in 15 quarters since. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Great Diamond Partners held 13,041 shares of Lloyds Banking Group worth $76K as of Q2 2026.
  • Great Diamond Partners left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Great Diamond Partners's portfolio in Q2 2026, its #238 holding.
  • Great Diamond Partners first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 15 quarters since.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.