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IEQ Capital’s Lloyds Banking Group LYG Stock Holding History

IEQ Capital’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
Q1 		$1.43M Buy
283,882
+36,652
+15% +$201K 0.01% 902
2025
Q4 		$1.31M Buy
247,230
+6,208
+3% +$30.1K ﹤0.01% 933
2025
Q3 		$1.09M Buy
241,022
+39,167
+19% +$171K ﹤0.01% 975
2025
Q2 		$858K Buy
201,855
+102,898
+104% +$409K 0.01% 908
2025
Q1 		$378K Buy
98,957
+6,032
+6% +$19.9K ﹤0.01% 1098
2024
Q4 		$253K Sell
92,925
-929
-1% -$2.65K ﹤0.01% 1093
2024
Q3 		$293K Buy
93,854
+8,158
+10% +$24.5K ﹤0.01% 935
2024
Q2 		$234K Buy
85,696
+18,338
+27% +$49.2K ﹤0.01% 871
2024
Q1 		$174K Buy
67,358
+25,609
+61% +$58.8K ﹤0.01% 898
2023
Q4 		$99.8K Buy
41,749
+20,270
+94% +$43.4K ﹤0.01% 883
2023
Q3 		$45.7K Buy
21,479
+7,538
+54% +$16.3K ﹤0.01% 920
2023
Q2 		$30.7K Buy
13,941
+3,765
+37% +$8.63K ﹤0.01% 888
2023
Q1 		$23.6K Sell
10,176
-29,614
-74% -$71.7K ﹤0.01% 883
2022
Q4 		$87.5K Sell
39,790
-11,474
-22% -$23.6K ﹤0.01% 776
2022
Q3 		$92K Buy
51,264
+8,705
+20% +$18.1K ﹤0.01% 803
2022
Q2 		$87K Sell
42,559
-26,517
-38% -$58.5K ﹤0.01% 772
2022
Q1 		$166K Buy
69,076
+49,022
+244% +$130K ﹤0.01% 774
2021
Q4 		$51K Buy
20,054
+3,883
+24% +$9.9K ﹤0.01% 717
2021
Q3 		$40K Buy
+16,171
New +$39.6K ﹤0.01% 689

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

IEQ Capital's LYG Position: Q1 2026 in Review

IEQ Capital increased its Lloyds Banking Group (LYG) stake by 15% in Q1 2026, buying an estimated $201K and bringing the position to 283,882 shares worth $1.43M. The position accounts for 0.01% of the portfolio, ranked #902.

IEQ Capital first reported a position in LYG in Q3 2021 and has held it in 19 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • IEQ Capital held 283,882 shares of Lloyds Banking Group worth $1.43M as of Q1 2026.
  • IEQ Capital bought 36,652 Lloyds Banking Group shares in Q1 2026, an estimated $201K.
  • Lloyds Banking Group made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #902 holding.
  • IEQ Capital first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 19 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.