Hoxton Planning & Management’s Lloyds Banking Group LYG Stock Holding History

Hoxton Planning & Management’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	$62.1K	Hold	10,657	–	–	0.02%	227
2026 Q1	$53.6K	Hold	10,657	–	–	0.02%	216
2025 Q4	$56.5K	Hold	10,657	–	–	0.02%	217
2025 Q3	$48.4K	Hold	10,657	–	–	0.02%	217
2025 Q2	$45.3K	Sell	10,657 -30,462	-74%	-$121K	0.02%	209
2025 Q1	$157K	Buy	41,119 +1,972	+5%	+$6.52K	0.06%	196
2024 Q4	$106K	Hold	39,147	–	–	0.04%	205
2024 Q3	$122K	Buy	39,147 +15,624	+66%	+$46.9K	0.05%	200
2024 Q2	$64.2K	Buy	23,523 +12,866	+121%	+$34.5K	0.03%	157
2024 Q1	$27.6K	Hold	10,657	–	–	0.01%	164
2023 Q4	$25K	Hold	10,657	–	–	0.01%	148
2023 Q3	$23K	Hold	10,657	–	–	0.01%	138
2023 Q2	$23.4K	Hold	10,657	–	–	0.01%	144
2023 Q1	$24.7K	Hold	10,657	–	–	0.01%	156
2022 Q4	$23.4K	Buy	+10,657	New	+$21.9K	0.01%	157

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

Hoxton Planning & Management's LYG Position: Q2 2026 in Review

Hoxton Planning & Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 10,657 shares worth $62.1K. The position accounts for 0.02% of the portfolio, ranked #227.

Hoxton Planning & Management first reported a position in LYG in Q4 2022 and has held it in 15 quarters since. The position peaked at $157K in Q1 2025. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Hoxton Planning & Management held 10,657 shares of Lloyds Banking Group worth $62.1K as of Q2 2026.
Hoxton Planning & Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.02% of Hoxton Planning & Management's portfolio in Q2 2026, its #227 holding.
Hoxton Planning & Management first reported a position in Lloyds Banking Group in Q4 2022 and has held it in 15 quarters since.
Hoxton Planning & Management's Lloyds Banking Group position peaked at $157K in Q1 2025.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Hoxton Planning & Management's 13F filing for Q2 2026, filed 16 Jul 2026.