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Harbor Asset Planning’s Lloyds Banking Group LYG Stock Holding History

Harbor Asset Planning’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 		$17.1K Hold
2,940
– – 0.01% 319
2026
Q1 		$14.8K Hold
2,940
– – 0.01% 320
2025
Q4 		$15.6K Hold
2,940
– – 0.01% 317
2025
Q3 		$13.3K Hold
2,940
– – 0.01% 304
2025
Q2 		$12.5K Buy
+2,940
New +$11.7K 0.01% 301

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Harbor Asset Planning's LYG Position: Q2 2026 in Review

Harbor Asset Planning held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 2,940 shares worth $17.1K. The position accounts for 0.01% of the portfolio, ranked #319.

Harbor Asset Planning first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 171 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Harbor Asset Planning held 2,940 shares of Lloyds Banking Group worth $17.1K as of Q2 2026.
  • Harbor Asset Planning left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Harbor Asset Planning's portfolio in Q2 2026, its #319 holding.
  • Harbor Asset Planning first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • 171 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.