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 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

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

Grove Bank & Trust's LYG Position: Q2 2026 in Review

Grove Bank & Trust increased its Lloyds Banking Group (LYG) stake by 40% in Q2 2026, buying an estimated $477 and bringing the position to 307 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Grove Bank & Trust first reported a position in LYG in Q1 2021 and has held it in 7 quarters since. The position peaked at $46K in Q2 2021. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Grove Bank & Trust held 307 shares of Lloyds Banking Group worth $1.79K as of Q2 2026.
Grove Bank & Trust bought 88 Lloyds Banking Group shares in Q2 2026, an estimated $477.
Lloyds Banking Group made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #804 holding.
Grove Bank & Trust first reported a position in Lloyds Banking Group in Q1 2021 and has held it in 7 quarters since.
Grove Bank & Trust's Lloyds Banking Group position peaked at $46K in Q2 2021.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.