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 Q2	$78.4K	Buy	13,447 +2,623	+24%	+$14.2K	﹤0.01%	865
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

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

Greenleaf Trust's LYG Position: Q2 2026 in Review

Greenleaf Trust increased its Lloyds Banking Group (LYG) stake by 24% in Q2 2026, buying an estimated $14.2K and bringing the position to 13,447 shares worth $78.4K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

Greenleaf Trust first reported a position in LYG in Q3 2014 and has held it in 14 quarters since. The position peaked at $569K in Q1 2020. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Greenleaf Trust held 13,447 shares of Lloyds Banking Group worth $78.4K as of Q2 2026.
Greenleaf Trust bought 2,623 Lloyds Banking Group shares in Q2 2026, an estimated $14.2K.
Lloyds Banking Group made up ﹤0.01% of Greenleaf Trust's portfolio in Q2 2026, its #865 holding.
Greenleaf Trust first reported a position in Lloyds Banking Group in Q3 2014 and has held it in 14 quarters since.
Greenleaf Trust's Lloyds Banking Group position peaked at $569K in Q1 2020.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.