IMA Advisory Services’s Lloyds Banking Group LYG Stock Holding History

IMA Advisory Services’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	$7.24K	Buy	1,242 +432	+53%	+$2.34K	﹤0.01%	824
2026 Q1	$4.07K	Sell	810 -44	-5%	-$241	﹤0.01%	454
2025 Q4	$4.53K	Buy	+854	New	+$4.13K	﹤0.01%	454

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

IMA Advisory Services's LYG Position: Q2 2026 in Review

IMA Advisory Services increased its Lloyds Banking Group (LYG) stake by 53% in Q2 2026, buying an estimated $2.34K and bringing the position to 1,242 shares worth $7.24K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

IMA Advisory Services first reported a position in LYG in Q4 2025 and has held it in 3 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

IMA Advisory Services held 1,242 shares of Lloyds Banking Group worth $7.24K as of Q2 2026.
IMA Advisory Services bought 432 Lloyds Banking Group shares in Q2 2026, an estimated $2.34K.
Lloyds Banking Group made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #824 holding.
IMA Advisory Services first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 3 quarters since.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.