Impact Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Impact Capital Partners’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	$123K	Buy	21,142 +938	+5%	+$5.09K	0.03%	278
2026 Q1	$102K	Buy	20,204 +3,965	+24%	+$21.8K	0.03%	275
2025 Q4	$86.1K	Hold	16,239	–	–	0.03%	272
2025 Q3	$73.7K	Sell	16,239 -176	-1%	-$769	0.02%	266
2025 Q2	$69.8K	Buy	16,415 +2,127	+15%	+$8.46K	0.02%	262
2025 Q1	$54.6K	Sell	14,288 -10,057	-41%	-$33.3K	0.02%	256
2024 Q4	$66.2K	Buy	+24,345	New	+$69.5K	0.02%	250

Other funds holding LYG

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

Drucker Wealth 3.0 Woodcliff Lake, New Jersey $632M AUM 26.36% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return