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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

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

Impact Capital Partners's LYG Position: Q2 2026 in Review

Impact Capital Partners increased its Lloyds Banking Group (LYG) stake by 4.6% in Q2 2026, buying an estimated $5.09K and bringing the position to 21,142 shares worth $123K. The position accounts for 0.03% of the portfolio, ranked #278.

Impact Capital Partners first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Impact Capital Partners held 21,142 shares of Lloyds Banking Group worth $123K as of Q2 2026.
  • Impact Capital Partners bought 938 Lloyds Banking Group shares in Q2 2026, an estimated $5.09K.
  • Lloyds Banking Group made up 0.03% of Impact Capital Partners's portfolio in Q2 2026, its #278 holding.
  • Impact Capital Partners first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Impact Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.