IFG Advisory’s Lloyds Banking Group LYG Stock Holding History

IFG Advisory’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	$4.15K	Buy	+712	New	+$3.86K	﹤0.01%	2017
2023 Q1	–	Sell	-16,093	Closed	-$35K	–	520
2022 Q4	$35K	Buy	16,093 +269	+2%	+$553	﹤0.01%	484
2022 Q3	$28K	Hold	15,824	–	–	﹤0.01%	510
2022 Q2	$32K	Hold	15,824	–	–	﹤0.01%	457
2022 Q1	$38K	Hold	15,824	–	–	﹤0.01%	487
2021 Q4	$40K	Hold	15,824	–	–	﹤0.01%	496
2021 Q3	$38K	Sell	15,824 -389	-2%	-$953	﹤0.01%	478
2021 Q2	$41K	Buy	+16,213	New	+$41.6K	﹤0.01%	470
2021 Q1	–	Sell	-17,614	Closed	-$34K	–	482
2020 Q4	$34K	Hold	17,614	–	–	﹤0.01%	446
2020 Q3	$22K	Sell	17,614 -138	-0.8%	-$193	﹤0.01%	408
2020 Q2	$26K	Sell	17,752 -5,122	-22%	-$7.68K	﹤0.01%	383
2020 Q1	$34K	Buy	22,874 +2,020	+10%	+$5.21K	0.01%	355
2019 Q4	$69K	Sell	20,854 -1,073	-5%	-$3.25K	0.01%	405
2019 Q3	$57K	Buy	+21,927	New	+$56.9K	0.01%	393
2019 Q2	–	Sell	-14,759	Closed	-$47K	–	357
2019 Q1	$47K	Buy	14,759 +521	+4%	+$1.59K	0.01%	333
2018 Q4	$36K	Buy	14,238 +3,188	+29%	+$9.06K	0.01%	307
2018 Q3	$33K	Buy	+11,050	New	+$35.4K	0.01%	376

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

IFG Advisory's LYG Position: Q2 2026 in Review

IFG Advisory opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 712 shares worth $4.15K. The stake represents ﹤0.01% of the portfolio and ranks #2017 among its holdings. This is a return to the name: IFG Advisory previously reported a position in LYG as recently as Q4 2022.

IFG Advisory first reported a position in LYG in Q3 2018 and has held it in 17 quarters since. The position peaked at $69K in Q4 2019. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

IFG Advisory held 712 shares of Lloyds Banking Group worth $4.15K as of Q2 2026.
Lloyds Banking Group was a new IFG Advisory position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #2017 holding.
IFG Advisory first reported a position in Lloyds Banking Group in Q3 2018 and has held it in 17 quarters since.
IFG Advisory's Lloyds Banking Group position peaked at $69K in Q4 2019.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.