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HUB Investment Partners’s Lloyds Banking Group LYG Stock Holding History

HUB Investment 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 		$309K Buy
53,086
+12,948
+32% +$70.2K 0.01% 974
2026
Q1 		$202K Buy
40,138
+5,487
+16% +$30.1K ﹤0.01% 998
2025
Q4 		$184K Buy
34,651
+2,878
+9% +$13.9K ﹤0.01% 860
2025
Q3 		$144K Buy
31,773
+5,683
+22% +$24.8K ﹤0.01% 734
2025
Q2 		$111K Buy
26,090
+1,075
+4% +$4.27K ﹤0.01% 673
2025
Q1 		$95.6K Buy
25,015
+125
+0.5% +$413 ﹤0.01% 587
2024
Q4 		$67.7K Sell
24,890
-382
-2% -$1.09K ﹤0.01% 556
2024
Q3 		$78.8K Sell
25,272
-314
-1% -$942 ﹤0.01% 517
2024
Q2 		$69.8K Buy
25,586
+6,623
+35% +$17.8K ﹤0.01% 479
2024
Q1 		$49.1K Buy
18,963
+8,513
+81% +$19.5K ﹤0.01% 470
2023
Q4 		$25K Buy
+10,450
New +$22.4K ﹤0.01% 405

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

HUB Investment Partners's LYG Position: Q2 2026 in Review

HUB Investment Partners increased its Lloyds Banking Group (LYG) stake by 32% in Q2 2026, buying an estimated $70.2K and bringing the position to 53,086 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #974.

HUB Investment Partners first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • HUB Investment Partners held 53,086 shares of Lloyds Banking Group worth $309K as of Q2 2026.
  • HUB Investment Partners bought 12,948 Lloyds Banking Group shares in Q2 2026, an estimated $70.2K.
  • Lloyds Banking Group made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #974 holding.
  • HUB Investment Partners first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.