HF Advisory Group’s Lloyds Banking Group LYG Stock Holding History

HF Advisory Group’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 Q3	$2.55M	Buy	453,004 +7,171	+2%	+$43K	0.76%	49
2026 Q2	$2.6M	Buy	445,833 +57,457	+15%	+$312K	0.8%	51
2026 Q1	$1.95M	Sell	388,376 -32,840	-8%	-$180K	0.67%	54
2025 Q4	$2.23M	Buy	421,216 +19,512	+5%	+$94.5K	0.78%	47
2025 Q3	$1.82M	Buy	401,704 +17,337	+5%	+$75.8K	0.67%	56
2025 Q2	$1.63M	Buy	384,367 +29,621	+8%	+$118K	0.65%	55
2025 Q1	$1.36M	Buy	354,746 +11,718	+3%	+$38.7K	0.59%	65
2024 Q4	$933K	Buy	343,028 +12,258	+4%	+$35K	0.43%	87
2024 Q3	$1.03M	Buy	330,770 +48,518	+17%	+$146K	0.48%	79
2024 Q2	$771K	Buy	282,252 +114,369	+68%	+$307K	0.4%	93
2024 Q1	$435K	Buy	+167,883	New	+$385K	0.24%	120

Other funds holding LYG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

HF Advisory Group's LYG Position: Q3 2026 in Review

HF Advisory Group increased its Lloyds Banking Group (LYG) stake by 1.6% in Q3 2026, buying an estimated $43K and bringing the position to 453,004 shares worth $2.55M. The position accounts for 0.76% of the portfolio, ranked #49.

HF Advisory Group first reported a position in LYG in Q1 2024 and has held it in 11 quarters since. The position peaked at $2.6M in Q2 2026. 522 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

HF Advisory Group held 453,004 shares of Lloyds Banking Group worth $2.55M as of Q3 2026.
HF Advisory Group bought 7,171 Lloyds Banking Group shares in Q3 2026, an estimated $43K.
Lloyds Banking Group made up 0.76% of HF Advisory Group's portfolio in Q3 2026, its #49 holding.
HF Advisory Group first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 11 quarters since.
HF Advisory Group's Lloyds Banking Group position peaked at $2.6M in Q2 2026.
522 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.