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 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

GW&K Investment Management's LYG Position: Q1 2026 in Review

GW&K Investment Management increased its Lloyds Banking Group (LYG) stake by 13% in Q1 2026, buying an estimated $1.62K and bringing the position to 2,575 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

GW&K Investment Management first reported a position in LYG in Q2 2023 and has held it in 12 quarters since. 568 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

GW&K Investment Management held 2,575 shares of Lloyds Banking Group worth $13K as of Q1 2026.
GW&K Investment Management bought 295 Lloyds Banking Group shares in Q1 2026, an estimated $1.62K.
Lloyds Banking Group made up ﹤0.01% of GW&K Investment Management's portfolio in Q1 2026, its #844 holding.
GW&K Investment Management first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 12 quarters since.
568 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on GW&K Investment Management's 13F filing for Q1 2026, filed 13 May 2026.