GW&K Investment Management’s Lloyds Banking Group LYG Stock Holding History

GW&K Investment Management’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	$15K	Hold	2,575	–	–	﹤0.01%	848
2026 Q1	$13K	Buy	2,575 +295	+13%	+$1.62K	﹤0.01%	844
2025 Q4	$12K	Hold	2,280	–	–	﹤0.01%	836
2025 Q3	$10K	Hold	2,280	–	–	﹤0.01%	858
2025 Q2	$10K	Hold	2,280	–	–	﹤0.01%	849
2025 Q1	$9K	Sell	2,280 -217	-9%	-$718	﹤0.01%	832
2024 Q4	$7K	Hold	2,497	–	–	﹤0.01%	845
2024 Q3	$8K	Sell	2,497 -22	-0.9%	-$66	﹤0.01%	818
2024 Q2	$7K	Buy	2,519 +413	+20%	+$1.11K	﹤0.01%	806
2024 Q1	$5K	Buy	2,106 +429	+26%	+$984	﹤0.01%	815
2023 Q4	$4K	Hold	1,677	–	–	﹤0.01%	834
2023 Q3	$4K	Hold	1,677	–	–	﹤0.01%	816
2023 Q2	$4K	Buy	+1,677	New	+$3.85K	﹤0.01%	809

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

GW&K Investment Management's LYG Position: Q2 2026 in Review

GW&K Investment Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 2,575 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

GW&K Investment Management first reported a position in LYG in Q2 2023 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

GW&K Investment Management held 2,575 shares of Lloyds Banking Group worth $15K as of Q2 2026.
GW&K Investment Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #848 holding.
GW&K Investment Management first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 13 quarters since.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.