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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 612 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.
612 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.