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

Insigneo 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	$80K	Sell	13,716 -1,483	-10%	-$8.04K	﹤0.01%	820
2026 Q1	$76.5K	Buy	15,199 +2,533	+20%	+$13.9K	0.01%	681
2025 Q4	$67.1K	Sell	12,666 -18,217	-59%	-$88.2K	﹤0.01%	689
2025 Q3	$140K	Buy	30,883 +16,927	+121%	+$74K	0.01%	657
2025 Q2	$59.3K	Sell	13,956 -15,736	-53%	-$62.6K	0.01%	609
2025 Q1	$113K	Buy	29,692 +4,851	+20%	+$16K	0.01%	551
2024 Q4	$67.6K	Buy	24,841 +1,746	+8%	+$4.99K	0.01%	559
2024 Q3	$72.1K	Buy	23,095 +7,742	+50%	+$23.2K	0.01%	576
2024 Q2	$41.9K	Buy	+15,353	New	+$41.2K	﹤0.01%	538

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

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

Insigneo Advisory Services reduced its Lloyds Banking Group (LYG) stake by 9.8% in Q2 2026, selling an estimated $8.04K and leaving 13,716 shares worth $80K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Insigneo Advisory Services first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. The position peaked at $140K in Q3 2025. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Insigneo Advisory Services held 13,716 shares of Lloyds Banking Group worth $80K as of Q2 2026.
Insigneo Advisory Services sold 1,483 Lloyds Banking Group shares in Q2 2026, an estimated $8.04K.
Lloyds Banking Group made up ﹤0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #820 holding.
Insigneo Advisory Services first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
Insigneo Advisory Services's Lloyds Banking Group position peaked at $140K in Q3 2025.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.