Highland Investment Advisors LLC’s Lloyds Banking Group LYG Stock Holding History

Highland Investment Advisors LLC’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	$1.49K	Buy	+256	New	+$1.39K	﹤0.01%	522

Other funds holding LYG

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

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

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Highland Investment Advisors LLC's LYG Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 256 shares worth $1.49K. The stake represents ﹤0.01% of the portfolio and ranks #522 among its holdings.

500 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Highland Investment Advisors LLC held 256 shares of Lloyds Banking Group worth $1.49K as of Q2 2026.
Lloyds Banking Group was a new Highland Investment Advisors LLC position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #522 holding.
500 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.