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HB Wealth Management’s Lloyds Banking Group LYG Stock Holding History

HB Wealth 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
Q2 		$521K Buy
89,313
+7,050
+9% +$38.2K ﹤0.01% 1080
2026
Q1 		$414K Buy
82,263
+16,515
+25% +$90.6K ﹤0.01% 1062
2025
Q4 		$348K Buy
65,748
+2,850
+5% +$13.8K ﹤0.01% 1063
2025
Q3 		$286K Buy
62,898
+12,605
+25% +$55.1K ﹤0.01% 1100
2025
Q2 		$214K Sell
50,293
-8,352
-14% -$33.2K ﹤0.01% 1079
2025
Q1 		$224K Buy
58,645
+20,162
+52% +$66.7K ﹤0.01% 1101
2024
Q4 		$105K Buy
38,483
+18,052
+88% +$51.6K ﹤0.01% 1026
2024
Q3 		$63.7K Buy
20,431
+3,651
+22% +$11K ﹤0.01% 943
2024
Q2 		$45.8K Hold
16,780
– – ﹤0.01% 907
2024
Q1 		$43.5K Buy
16,780
+927
+6% +$2.13K ﹤0.01% 838
2023
Q4 		$37.9K Buy
+15,853
New +$34K ﹤0.01% 779

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

HB Wealth Management's LYG Position: Q2 2026 in Review

HB Wealth Management increased its Lloyds Banking Group (LYG) stake by 8.6% in Q2 2026, buying an estimated $38.2K and bringing the position to 89,313 shares worth $521K. The position accounts for ﹤0.01% of the portfolio, ranked #1080.

HB Wealth Management first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • HB Wealth Management held 89,313 shares of Lloyds Banking Group worth $521K as of Q2 2026.
  • HB Wealth Management bought 7,050 Lloyds Banking Group shares in Q2 2026, an estimated $38.2K.
  • Lloyds Banking Group made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1080 holding.
  • HB Wealth Management first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.