HI
LYG icon

Harbour Investments’s Lloyds Banking Group LYG Stock Holding History

Harbour Investments’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 		$79.9K Buy
13,706
+500
+4% +$2.71K ﹤0.01% 2145
2026
Q1 		$66.4K Buy
13,206
+6,820
+107% +$37.4K ﹤0.01% 2184
2025
Q4 		$33.8K Buy
6,386
+2,051
+47% +$9.93K ﹤0.01% 2149
2025
Q3 		$19.7K Buy
4,335
+3,354
+342% +$14.7K ﹤0.01% 2348
2025
Q2 		$4.17K Hold
981
– – ﹤0.01% 2941
2025
Q1 		$3.75K Hold
981
– – ﹤0.01% 2916
2024
Q4 		$2.67K Hold
981
– – ﹤0.01% 2937
2024
Q3 		$3.06K Buy
981
+159
+19% +$477 ﹤0.01% 2796
2024
Q2 		$2.24K Hold
822
– – ﹤0.01% 2780
2024
Q1 		$2.13K Buy
+822
New +$1.89K ﹤0.01% 2768
2021
Q4 		– Sell
-10,807
Closed -$26K – 3249
2021
Q3 		$26K Sell
10,807
-161
-1% -$394 ﹤0.01% 2156
2021
Q2 		$28K Sell
10,968
-35
-0.3% -$90 ﹤0.01% 2148
2021
Q1 		$26K Buy
+11,003
New +$22.9K ﹤0.01% 2067

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harbour Investments's LYG Position: Q2 2026 in Review

Harbour Investments increased its Lloyds Banking Group (LYG) stake by 3.8% in Q2 2026, buying an estimated $2.71K and bringing the position to 13,706 shares worth $79.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2145.

Harbour Investments first reported a position in LYG in Q1 2021 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Harbour Investments held 13,706 shares of Lloyds Banking Group worth $79.9K as of Q2 2026.
  • Harbour Investments bought 500 Lloyds Banking Group shares in Q2 2026, an estimated $2.71K.
  • Lloyds Banking Group made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #2145 holding.
  • Harbour Investments first reported a position in Lloyds Banking Group in Q1 2021 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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.