Greenleaf Trust’s Lloyds Banking Group LYG Stock Holding History

Greenleaf Trust’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	$54.4K	Hold	10,824	–	–	﹤0.01%	803
2025 Q4	$57.4K	Hold	10,824	–	–	﹤0.01%	815
2025 Q3	$49.1K	Hold	10,824	–	–	﹤0.01%	804
2025 Q2	$46K	Sell	10,824 -2,473	-19%	-$9.83K	﹤0.01%	796
2025 Q1	$50.8K	Buy	+13,297	New	+$44K	﹤0.01%	795
2024 Q1	–	Sell	-13,578	Closed	-$32.5K	–	787
2023 Q4	$32.5K	Buy	+13,578	New	+$29.1K	﹤0.01%	748
2023 Q3	–	Sell	-14,890	Closed	-$32.8K	–	774
2023 Q2	$32.8K	Buy	+14,890	New	+$34.1K	﹤0.01%	764
2022 Q4	–	Sell	-15,144	Closed	-$27K	–	762
2022 Q3	$27K	Buy	15,144 +1,315	+10%	+$2.73K	﹤0.01%	706
2022 Q2	$28K	Buy	+13,829	New	+$30.5K	﹤0.01%	711
2020 Q4	–	Sell	-13,603	Closed	-$18K	–	631
2020 Q3	$18K	Sell	13,603 -347,055	-96%	-$487K	﹤0.01%	565
2020 Q2	$541K	Sell	360,658 -16,200	-4%	-$24.3K	0.01%	256
2020 Q1	$569K	Buy	+376,858	New	+$971K	0.01%	203
2014 Q4	–	Sell	-10,949	Closed	-$55K	–	166
2014 Q3	$55K	Buy	+10,949	New	+$55.1K	﹤0.01%	149

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Greenleaf Trust's LYG Position: Q1 2026 in Review

Greenleaf Trust held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 10,824 shares worth $54.4K. The position accounts for ﹤0.01% of the portfolio, ranked #803.

Greenleaf Trust first reported a position in LYG in Q3 2014 and has held it in 13 quarters since. The position peaked at $569K in Q1 2020. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Greenleaf Trust held 10,824 shares of Lloyds Banking Group worth $54.4K as of Q1 2026.
Greenleaf Trust left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up ﹤0.01% of Greenleaf Trust's portfolio in Q1 2026, its #803 holding.
Greenleaf Trust first reported a position in Lloyds Banking Group in Q3 2014 and has held it in 13 quarters since.
Greenleaf Trust's Lloyds Banking Group position peaked at $569K in Q1 2020.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Greenleaf Trust's 13F filing for Q1 2026, filed 27 Apr 2026.