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HBK Sorce Advisory’s Lloyds Banking Group LYG Stock Holding History

HBK Sorce Advisory’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 		$81.6K Buy
13,054
+413
+3% +$2.24K ﹤0.01% 641
2026
Q1 		$68.6K Buy
12,641
+866
+7% +$4.75K ﹤0.01% 634
2025
Q4 		$69.6K Buy
11,775
+241
+2% +$1.17K ﹤0.01% 610
2025
Q3 		$52.4K Buy
11,534
+1,185
+11% +$5.18K ﹤0.01% 605
2025
Q2 		$44K Buy
+10,349
New +$41.1K ﹤0.01% 580

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

HBK Sorce Advisory's LYG Position: Q2 2026 in Review

HBK Sorce Advisory increased its Lloyds Banking Group (LYG) stake by 3.3% in Q2 2026, buying an estimated $2.24K and bringing the position to 13,054 shares worth $81.6K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

HBK Sorce Advisory first reported a position in LYG in Q2 2025 and has held it in 5 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • HBK Sorce Advisory held 13,054 shares of Lloyds Banking Group worth $81.6K as of Q2 2026.
  • HBK Sorce Advisory bought 413 Lloyds Banking Group shares in Q2 2026, an estimated $2.24K.
  • Lloyds Banking Group made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q2 2026, its #641 holding.
  • HBK Sorce Advisory first reported a position in Lloyds Banking Group in Q2 2025 and has held it in 5 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on HBK Sorce Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.