Institute for Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Institute for Wealth Management’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	$151	Buy	+26	New	+$141	﹤0.01%	1734

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Institute for Wealth Management's LYG Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 26 shares worth $151. The stake represents ﹤0.01% of the portfolio and ranks #1734 among its holdings.

365 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Institute for Wealth Management held 26 shares of Lloyds Banking Group worth $151 as of Q2 2026.
Lloyds Banking Group was a new Institute for Wealth Management position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1734 holding.
365 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.