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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
Q2 		$1.45M Sell
249,216
-34,666
-12% -$188K 0.01% 952
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

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

IEQ Capital's LYG Position: Q2 2026 in Review

IEQ Capital reduced its Lloyds Banking Group (LYG) stake by 12% in Q2 2026, selling an estimated $188K and leaving 249,216 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #952.

IEQ Capital first reported a position in LYG in Q3 2021 and has held it in 20 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • IEQ Capital held 249,216 shares of Lloyds Banking Group worth $1.45M as of Q2 2026.
  • IEQ Capital sold 34,666 Lloyds Banking Group shares in Q2 2026, an estimated $188K.
  • Lloyds Banking Group made up 0.01% of IEQ Capital's portfolio in Q2 2026, its #952 holding.
  • IEQ Capital first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 20 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.