Highline Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Highline Wealth Partners’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	$7.73K	Sell	1,326 -80	-6%	-$434	﹤0.01%	711
2026 Q1	$7.07K	Sell	1,406 -856	-38%	-$4.7K	﹤0.01%	589
2025 Q4	$12K	Hold	2,262	–	–	﹤0.01%	359
2025 Q3	$10.3K	Buy	2,262 +1,068	+89%	+$4.67K	﹤0.01%	406
2025 Q2	$5.08K	Buy	1,194 +361	+43%	+$1.44K	﹤0.01%	444
2025 Q1	$3.18K	Buy	+833	New	+$2.75K	﹤0.01%	540

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

Highline Wealth Partners's LYG Position: Q2 2026 in Review

Highline Wealth Partners reduced its Lloyds Banking Group (LYG) stake by 5.7% in Q2 2026, selling an estimated $434 and leaving 1,326 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Highline Wealth Partners first reported a position in LYG in Q1 2025 and has held it in 6 quarters since. The position peaked at $12K in Q4 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Highline Wealth Partners held 1,326 shares of Lloyds Banking Group worth $7.73K as of Q2 2026.
Highline Wealth Partners sold 80 Lloyds Banking Group shares in Q2 2026, an estimated $434.
Lloyds Banking Group made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #711 holding.
Highline Wealth Partners first reported a position in Lloyds Banking Group in Q1 2025 and has held it in 6 quarters since.
Highline Wealth Partners's Lloyds Banking Group position peaked at $12K in Q4 2025.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.