HHM Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

HHM Wealth Advisors’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	$8.73K	Buy	+1,498	New	+$8.12K	﹤0.01%	649
2024 Q2	–	Sell	-2,877	Closed	-$7.45K	–	832
2024 Q1	$7.45K	Hold	2,877	–	–	﹤0.01%	572
2023 Q4	$6.88K	Hold	2,877	–	–	﹤0.01%	586
2023 Q3	$6.13K	Hold	2,877	–	–	﹤0.01%	606
2023 Q2	$6.33K	Sell	2,877 -356	-11%	-$816	﹤0.01%	625
2023 Q1	$7.5K	Hold	3,233	–	–	﹤0.01%	570
2022 Q4	$7.11K	Buy	3,233 +220	+7%	+$453	﹤0.01%	494
2022 Q3	$5K	Hold	3,013	–	–	﹤0.01%	537
2022 Q2	$7K	Buy	+3,013	New	+$6.65K	﹤0.01%	597
2021 Q3	–	Sell	-225	Closed	-$1K	–	642
2021 Q2	$1K	Hold	225	–	–	﹤0.01%	596
2021 Q1	$1K	Hold	225	–	–	﹤0.01%	561
2020 Q4	$0	Hold	225	–	–	﹤0.01%	553
2020 Q3	$0	Buy	+225	New	+$315	﹤0.01%	527

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

HHM Wealth Advisors's LYG Position: Q2 2026 in Review

HHM Wealth Advisors opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 1,498 shares worth $8.73K. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in LYG as recently as Q1 2024.

HHM Wealth Advisors first reported a position in LYG in Q3 2020 and has held it in 13 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

HHM Wealth Advisors held 1,498 shares of Lloyds Banking Group worth $8.73K as of Q2 2026.
Lloyds Banking Group was a new HHM Wealth Advisors position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #649 holding.
HHM Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2020 and has held it in 13 quarters since.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.