HHCP
LYG icon

Hilton Head Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Hilton Head Capital 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 		$84.7K Sell
14,521
-38,104
-72% -$207K 0.04% 225
2026
Q1 		$265K Hold
52,625
– – 0.15% 124
2025
Q4 		$279K Buy
+52,625
New +$255K 0.16% 119

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Hilton Head Capital Partners's LYG Position: Q2 2026 in Review

Hilton Head Capital Partners reduced its Lloyds Banking Group (LYG) stake by 72% in Q2 2026, selling an estimated $207K and leaving 14,521 shares worth $84.7K. The position accounts for 0.04% of the portfolio, ranked #225.

Hilton Head Capital Partners first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. The position peaked at $279K in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Hilton Head Capital Partners held 14,521 shares of Lloyds Banking Group worth $84.7K as of Q2 2026.
  • Hilton Head Capital Partners sold 38,104 Lloyds Banking Group shares in Q2 2026, an estimated $207K.
  • Lloyds Banking Group made up 0.04% of Hilton Head Capital Partners's portfolio in Q2 2026, its #225 holding.
  • Hilton Head Capital Partners first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's Lloyds Banking Group position peaked at $279K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.