Grove Bank & Trust’s Lloyds Banking Group LYG Stock Holding History

Grove Bank & 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 Q3	$9.18K	Buy	1,631 +1,324	+431%	+$7.93K	﹤0.01%	661
2026 Q2	$1.79K	Buy	307 +88	+40%	+$477	﹤0.01%	804
2026 Q1	$1.1K	Buy	+219	New	+$1.2K	﹤0.01%	808
2024 Q4	–	Sell	-1,897	Closed	-$5.92K	–	830
2024 Q3	$5.92K	Buy	+1,897	New	+$5.69K	﹤0.01%	534
2023 Q2	–	Sell	-1,000	Closed	-$2.32K	–	695
2023 Q1	$2.32K	Hold	1,000	–	–	﹤0.01%	634
2022 Q4	$2K	Buy	+1,000	New	+$2.06K	﹤0.01%	577
2021 Q3	–	Sell	-18,000	Closed	-$46K	–	235
2021 Q2	$46K	Hold	18,000	–	–	0.01%	220
2021 Q1	$42K	Buy	+18,000	New	+$37.4K	0.01%	211

Other funds holding LYG

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

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

Grove Bank & Trust's LYG Position: Q3 2026 in Review

Grove Bank & Trust increased its Lloyds Banking Group (LYG) stake by 431% in Q3 2026, buying an estimated $7.93K and bringing the position to 1,631 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Grove Bank & Trust first reported a position in LYG in Q1 2021 and has held it in 8 quarters since. The position peaked at $46K in Q2 2021. 19 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Grove Bank & Trust held 1,631 shares of Lloyds Banking Group worth $9.18K as of Q3 2026.
Grove Bank & Trust bought 1,324 Lloyds Banking Group shares in Q3 2026, an estimated $7.93K.
Lloyds Banking Group made up ﹤0.01% of Grove Bank & Trust's portfolio in Q3 2026, its #661 holding.
Grove Bank & Trust first reported a position in Lloyds Banking Group in Q1 2021 and has held it in 8 quarters since.
Grove Bank & Trust's Lloyds Banking Group position peaked at $46K in Q2 2021.
19 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Grove Bank & Trust's 13F filing for Q3 2026, filed 8 Oct 2026.