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IFP Advisors’s Lloyds Banking Group LYG Stock Holding History

IFP Advisors’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 		$247K Sell
42,429
-333
-0.8% -$1.81K ﹤0.01% 1393
2026
Q1 		$215K Buy
42,762
+11,725
+38% +$64.3K ﹤0.01% 1356
2025
Q4 		$164K Sell
31,037
-1,281
-4% -$6.2K ﹤0.01% 1483
2025
Q3 		$147K Sell
32,318
-1,804
-5% -$7.89K ﹤0.01% 1443
2025
Q2 		$145K Sell
34,122
-755
-2% -$3K ﹤0.01% 1425
2025
Q1 		$133K Buy
34,877
+184
+0.5% +$608 ﹤0.01% 1375
2024
Q4 		$94.4K Buy
34,693
+7,757
+29% +$22.2K ﹤0.01% 1500
2024
Q3 		$84K Sell
26,936
-9,121
-25% -$27.4K ﹤0.01% 1481
2024
Q2 		$98.4K Buy
36,057
+15,621
+76% +$41.9K ﹤0.01% 1379
2024
Q1 		$52.9K Buy
20,436
+6,533
+47% +$15K ﹤0.01% 1563
2023
Q4 		$33.2K Sell
13,903
-1,897
-12% -$4.06K ﹤0.01% 1712
2023
Q3 		$33.7K Sell
15,800
-104,117
-87% -$226K ﹤0.01% 1731
2023
Q2 		$264K Buy
119,917
+227
+0.2% +$521 0.01% 888
2023
Q1 		$405K Sell
119,690
-89,502
-43% -$217K 0.02% 668
2022
Q4 		$705K Buy
209,192
+6,973
+3% +$14.3K 0.02% 752
2022
Q3 		$696K Buy
202,219
+13,597
+7% +$28.2K 0.02% 778
2022
Q2 		$653K Hold
188,622
– – 0.02% 726
2022
Q1 		$653K Buy
188,622
+56,862
+43% +$151K 0.02% 726
2021
Q4 		$341K Buy
131,760
+37,016
+39% +$94.4K 0.01% 731
2021
Q3 		$233K Buy
94,744
+57,705
+156% +$141K ﹤0.01% 885
2021
Q2 		$95K Buy
37,039
+2,339
+7% +$6.01K ﹤0.01% 1267
2021
Q1 		$81K Buy
34,700
+2,906
+9% +$6.04K ﹤0.01% 1252
2020
Q4 		$63K Buy
31,794
+2,007
+7% +$3.38K ﹤0.01% 1339
2020
Q3 		$39K Buy
29,787
+6,265
+27% +$8.78K ﹤0.01% 1380
2020
Q2 		$35K Sell
23,522
-3,795
-14% -$5.69K ﹤0.01% 1359
2020
Q1 		$46K Buy
27,317
+7,604
+39% +$19.6K ﹤0.01% 1159
2019
Q4 		$65K Buy
19,713
+19,163
+3,484% +$58K ﹤0.01% 1148
2019
Q3 		$1K Buy
+550
New +$1.43K ﹤0.01% 2887
2019
Q1 		– Sell
-4,127
Closed -$11K – 2963
2018
Q4 		$11K Sell
4,127
-6,228
-60% -$17.7K ﹤0.01% 2456
2018
Q3 		$31K Buy
10,355
+498
+5% +$1.6K ﹤0.01% 2185
2018
Q2 		$33K Sell
9,857
-2,400
-20% -$8.53K ﹤0.01% 2158
2018
Q1 		$46K Hold
12,257
– – ﹤0.01% 1864
2017
Q4 		$46K Sell
12,257
-1,453
-11% -$5.24K ﹤0.01% 1882
2017
Q3 		$50K Sell
13,710
-1,671
-11% -$5.82K ﹤0.01% 1991
2017
Q2 		$54K Buy
15,381
+485
+3% +$1.72K ﹤0.01% 1913
2017
Q1 		$51K Sell
14,896
-2,016
-12% -$6.8K ﹤0.01% 1909
2016
Q4 		$52K Buy
16,912
+38
+0.2% +$111 ﹤0.01% 1857
2016
Q3 		$48K Sell
16,874
-235
-1% -$698 ﹤0.01% 1843
2016
Q2 		$51K Buy
+17,109
New +$67K ﹤0.01% 1751
2016
Q1 		– Sell
-3,660
Closed -$16K – 2958
2015
Q4 		$16K Buy
+3,660
New +$16.6K ﹤0.01% 2291

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

IFP Advisors's LYG Position: Q2 2026 in Review

IFP Advisors reduced its Lloyds Banking Group (LYG) stake by 0.78% in Q2 2026, selling an estimated $1.81K and leaving 42,429 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

IFP Advisors first reported a position in LYG in Q4 2015 and has held it in 40 quarters since. The position peaked at $705K in Q4 2022. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • IFP Advisors held 42,429 shares of Lloyds Banking Group worth $247K as of Q2 2026.
  • IFP Advisors sold 333 Lloyds Banking Group shares in Q2 2026, an estimated $1.81K.
  • Lloyds Banking Group made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1393 holding.
  • IFP Advisors first reported a position in Lloyds Banking Group in Q4 2015 and has held it in 40 quarters since.
  • IFP Advisors's Lloyds Banking Group position peaked at $705K in Q4 2022.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.