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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

HF Advisory Group's LYG Position: Q2 2026 in Review

HF Advisory Group increased its Lloyds Banking Group (LYG) stake by 15% in Q2 2026, buying an estimated $312K and bringing the position to 445,833 shares worth $2.6M. The position accounts for 0.8% of the portfolio, ranked #51.

HF Advisory Group first reported a position in LYG in Q1 2024 and has held it in 10 quarters since. 101 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • HF Advisory Group held 445,833 shares of Lloyds Banking Group worth $2.6M as of Q2 2026.
  • HF Advisory Group bought 57,457 Lloyds Banking Group shares in Q2 2026, an estimated $312K.
  • Lloyds Banking Group made up 0.8% of HF Advisory Group's portfolio in Q2 2026, its #51 holding.
  • HF Advisory Group first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 10 quarters since.
  • 101 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.