Holistic Financial Partners’s Lloyds Banking Group LYG Stock Holding History

Holistic Financial 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	$63.4K	Hold	10,874	–	–	0.04%	120
2026 Q1	$54.7K	Hold	10,874	–	–	0.02%	146
2025 Q4	$57.6K	Hold	10,874	–	–	0.02%	136
2025 Q3	$49.4K	Hold	10,874	–	–	0.02%	138
2025 Q2	$46.2K	Hold	10,874	–	–	0.02%	127
2025 Q1	$41.5K	Hold	10,874	–	–	0.02%	121
2024 Q4	$29.6K	Hold	10,874	–	–	0.01%	121
2024 Q3	$33.9K	Sell	10,874 -19,167	-64%	-$57.5K	0.02%	119
2024 Q2	$82K	Sell	30,041 -2,017	-6%	-$5.41K	0.04%	117
2024 Q1	$83K	Hold	32,058	–	–	0.04%	134
2023 Q4	$76.6K	Hold	32,058	–	–	0.05%	118
2023 Q3	$68.3K	Hold	32,058	–	–	0.05%	104
2023 Q2	$70.5K	Sell	32,058 -9,428	-23%	-$21.6K	0.05%	108
2023 Q1	$96.2K	Sell	41,486 -228	-0.5%	-$552	0.08%	103
2022 Q4	$91.8K	Hold	41,714	–	–	0.08%	92
2022 Q3	$75K	Hold	41,714	–	–	0.07%	88
2022 Q2	$85K	Hold	41,714	–	–	0.08%	89
2022 Q1	$101K	Buy	41,714 +15,140	+57%	+$40.3K	0.06%	114
2021 Q4	$68K	Buy	+26,574	New	+$67.8K	0.04%	122
2018 Q4	–	Sell	-15,618	Closed	-$47K	–	75
2018 Q3	$47K	Hold	15,618	–	–	0.04%	81
2018 Q2	$52K	Hold	15,618	–	–	0.06%	33
2018 Q1	$58K	Buy	15,618 +865	+6%	+$3.35K	0.05%	175
2017 Q4	$55K	Buy	+14,753	New	+$53.2K	0.05%	189

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

Holistic Financial Partners's LYG Position: Q2 2026 in Review

Holistic Financial Partners held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 10,874 shares worth $63.4K. The position accounts for 0.04% of the portfolio, ranked #120.

Holistic Financial Partners first reported a position in LYG in Q4 2017 and has held it in 23 quarters since. The position peaked at $101K in Q1 2022. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Holistic Financial Partners held 10,874 shares of Lloyds Banking Group worth $63.4K as of Q2 2026.
Holistic Financial Partners left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.04% of Holistic Financial Partners's portfolio in Q2 2026, its #120 holding.
Holistic Financial Partners first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 23 quarters since.
Holistic Financial Partners's Lloyds Banking Group position peaked at $101K in Q1 2022.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.