Independent Advisor Alliance’s Lloyds Banking Group LYG Stock Holding History

Independent Advisor Alliance’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	$481K	Sell	82,442 -4,912	-6%	-$26.6K	0.01%	681
2026 Q1	$439K	Sell	87,354 -7,306	-8%	-$40.1K	﹤0.01%	1167
2025 Q4	$502K	Buy	94,660 +13,485	+17%	+$65.3K	0.01%	648
2025 Q3	$369K	Buy	81,175 +3,927	+5%	+$17.2K	0.01%	712
2025 Q2	$328K	Buy	77,248 +5,284	+7%	+$21K	0.01%	698
2025 Q1	$275K	Sell	71,964 -3,085	-4%	-$10.2K	0.01%	676
2024 Q4	$204K	Buy	75,049 +3,420	+5%	+$9.77K	﹤0.01%	1284
2024 Q3	$223K	Buy	71,629 +5,628	+9%	+$16.9K	0.01%	637
2024 Q2	$180K	Sell	66,001 -7,236	-10%	-$19.4K	0.01%	668
2024 Q1	$190K	Sell	73,237 -15,329	-17%	-$35.2K	0.01%	662
2023 Q4	$212K	Sell	88,566 -887	-1%	-$1.9K	0.01%	630
2023 Q3	$191K	Buy	89,453 +18,320	+26%	+$39.7K	0.01%	614
2023 Q2	$156K	Buy	71,133 +1,231	+2%	+$2.82K	0.01%	633
2023 Q1	$162K	Buy	69,902 +1,312	+2%	+$3.17K	0.01%	627
2022 Q4	$151	Buy	68,590 +1,878	+3%	+$3.86K	﹤0.01%	386
2022 Q3	$119K	Buy	66,712 +29,659	+80%	+$61.6K	0.01%	591
2022 Q2	$76K	Buy	37,053 +3,785	+11%	+$8.35K	﹤0.01%	588
2022 Q1	$80K	Buy	33,268 +11,291	+51%	+$30K	﹤0.01%	634
2021 Q4	$56K	Buy	21,977 +3,134	+17%	+$7.99K	﹤0.01%	652
2021 Q3	$46K	Sell	18,843 -648	-3%	-$1.59K	﹤0.01%	624
2021 Q2	$50K	Buy	+19,491	New	+$50K	﹤0.01%	613
2021 Q1	–	Sell	-69,299	Closed	-$136K	–	629
2020 Q4	$136K	Sell	69,299 -7,706	-10%	-$13K	0.01%	522
2020 Q3	$100K	Sell	77,005 -5,542	-7%	-$7.77K	0.01%	475
2020 Q2	$124K	Sell	82,547 -1,762	-2%	-$2.64K	0.01%	458
2020 Q1	$127K	Buy	84,309 +36,103	+75%	+$93K	0.02%	385
2019 Q4	$160K	Sell	48,206 -3,038	-6%	-$9.19K	0.01%	842
2019 Q3	$135K	Buy	51,244 +3,884	+8%	+$10.1K	0.02%	430
2019 Q2	$135K	Buy	47,360 +24,012	+103%	+$74.2K	0.02%	390
2019 Q1	$75K	Buy	+23,348	New	+$71.4K	0.01%	426

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

Independent Advisor Alliance's LYG Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Lloyds Banking Group (LYG) stake by 5.6% in Q2 2026, selling an estimated $26.6K and leaving 82,442 shares worth $481K. The position accounts for 0.01% of the portfolio, ranked #681.

Independent Advisor Alliance first reported a position in LYG in Q1 2019 and has held it in 29 quarters since. The position peaked at $502K in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Independent Advisor Alliance held 82,442 shares of Lloyds Banking Group worth $481K as of Q2 2026.
Independent Advisor Alliance sold 4,912 Lloyds Banking Group shares in Q2 2026, an estimated $26.6K.
Lloyds Banking Group made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #681 holding.
Independent Advisor Alliance first reported a position in Lloyds Banking Group in Q1 2019 and has held it in 29 quarters since.
Independent Advisor Alliance's Lloyds Banking Group position peaked at $502K in Q4 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.