Halbert Hargrove Global Advisors’s Lloyds Banking Group LYG Stock Holding History

Halbert Hargrove Global Advisors’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	$62.2K	Buy	10,663 +567	+6%	+$3.08K	﹤0.01%	199
2026 Q1	$50.8K	Hold	10,096	–	–	﹤0.01%	190
2025 Q4	$53.5K	Hold	10,096	–	–	﹤0.01%	183
2025 Q3	$45.8K	Buy	10,096 +144	+1%	+$629	﹤0.01%	189
2025 Q2	$42.3K	Buy	9,952 +9,861	+10,836%	+$39.2K	﹤0.01%	153
2025 Q1	$348	Buy	+91	New	+$301	﹤0.01%	539
2023 Q2	–	Sell	-11,208	Closed	-$26K	–	136
2023 Q1	$26K	Buy	11,208 +863	+8%	+$2.09K	﹤0.01%	168
2022 Q4	$22.8K	Buy	+10,345	New	+$21.3K	﹤0.01%	164
2022 Q2	–	Sell	-14,241	Closed	-$34K	–	165
2022 Q1	$34K	Buy	+14,241	New	+$37.9K	﹤0.01%	164
2021 Q4	–	Sell	-20,762	Closed	-$51K	–	166
2021 Q3	$51K	Buy	+20,762	New	+$50.9K	﹤0.01%	148

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

Halbert Hargrove Global Advisors's LYG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Lloyds Banking Group (LYG) stake by 5.6% in Q2 2026, buying an estimated $3.08K and bringing the position to 10,663 shares worth $62.2K. The position accounts for ﹤0.01% of the portfolio, ranked #199.

Halbert Hargrove Global Advisors first reported a position in LYG in Q3 2021 and has held it in 10 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Halbert Hargrove Global Advisors held 10,663 shares of Lloyds Banking Group worth $62.2K as of Q2 2026.
Halbert Hargrove Global Advisors bought 567 Lloyds Banking Group shares in Q2 2026, an estimated $3.08K.
Lloyds Banking Group made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #199 holding.
Halbert Hargrove Global Advisors first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 10 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.