Hantz Financial Services’s Lloyds Banking Group LYG Stock Holding History

Hantz Financial Services’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	$2.66M	Buy	456,401 +100,960	+28%	+$547K	0.04%	293
2026 Q1	$1.79M	Buy	355,441 +47,862	+16%	+$263K	0.03%	355
2025 Q4	$1.63M	Buy	307,579 +79,815	+35%	+$386K	0.02%	381
2025 Q3	$1.03M	Buy	227,764 +172,422	+312%	+$754K	0.02%	453
2025 Q2	$235K	Buy	+55,342	New	+$220K	﹤0.01%	596
2023 Q2	–	Sell	-474	Closed	-$1K	–	1141
2023 Q1	$1K	Hold	474	–	–	﹤0.01%	1062
2022 Q4	$1K	Hold	474	–	–	﹤0.01%	1025
2022 Q3	$1K	Hold	474	–	–	﹤0.01%	1022
2022 Q2	$1K	Hold	474	–	–	﹤0.01%	998
2022 Q1	$1K	Hold	474	–	–	﹤0.01%	994
2021 Q4	$1K	Hold	474	–	–	﹤0.01%	844
2021 Q3	$1K	Hold	474	–	–	﹤0.01%	795
2021 Q2	$1K	Hold	474	–	–	﹤0.01%	788
2021 Q1	$1K	Hold	474	–	–	﹤0.01%	680
2020 Q4	$1K	Hold	474	–	–	﹤0.01%	608
2020 Q3	$1K	Sell	474 -123	-21%	-$172	﹤0.01%	550
2020 Q2	$1K	Sell	597 -450	-43%	-$675	﹤0.01%	547
2020 Q1	$2K	Buy	+1,047	New	+$2.7K	﹤0.01%	496

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

Hantz Financial Services's LYG Position: Q2 2026 in Review

Hantz Financial Services increased its Lloyds Banking Group (LYG) stake by 28% in Q2 2026, buying an estimated $547K and bringing the position to 456,401 shares worth $2.66M. The position accounts for 0.04% of the portfolio, ranked #293.

Hantz Financial Services first reported a position in LYG in Q1 2020 and has held it in 18 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Hantz Financial Services held 456,401 shares of Lloyds Banking Group worth $2.66M as of Q2 2026.
Hantz Financial Services bought 100,960 Lloyds Banking Group shares in Q2 2026, an estimated $547K.
Lloyds Banking Group made up 0.04% of Hantz Financial Services's portfolio in Q2 2026, its #293 holding.
Hantz Financial Services first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 18 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.