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Integrated Wealth Concepts’s Lloyds Banking Group LYG Stock Holding History

Integrated Wealth Concepts’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 		$1.49M Buy
255,433
+70,609
+38% +$383K 0.01% 1107
2026
Q1 		$930K Buy
184,824
+68,790
+59% +$377K 0.01% 1158
2025
Q4 		$615K Sell
116,034
-25,593
-18% -$124K 0.01% 994
2025
Q3 		$643K Buy
141,627
+7,530
+6% +$32.9K 0.01% 1210
2025
Q2 		$570K Buy
134,097
+42,282
+46% +$168K 0.01% 1199
2025
Q1 		$351K Sell
91,815
-3,433
-4% -$11.4K ﹤0.01% 1313
2024
Q4 		$259K Sell
95,248
-2,737
-3% -$7.82K ﹤0.01% 1452
2024
Q3 		$306K Buy
97,985
+7,186
+8% +$21.6K ﹤0.01% 1333
2024
Q2 		$248K Sell
90,799
-16,230
-15% -$43.5K ﹤0.01% 1431
2024
Q1 		$277K Sell
107,029
-488
-0.5% -$1.12K ﹤0.01% 1358
2023
Q4 		$257K Sell
107,517
-751,913
-87% -$1.61M ﹤0.01% 1338
2023
Q3 		$1.83M Buy
859,430
+38,122
+5% +$82.7K 0.03% 482
2023
Q2 		$1.81M Sell
821,308
-9,628
-1% -$22.1K 0.03% 499
2023
Q1 		$1.93M Buy
+830,936
New +$2.01M 0.04% 428

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

Integrated Wealth Concepts's LYG Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Lloyds Banking Group (LYG) stake by 38% in Q2 2026, buying an estimated $383K and bringing the position to 255,433 shares worth $1.49M. The position accounts for 0.01% of the portfolio, ranked #1107.

Integrated Wealth Concepts first reported a position in LYG in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.93M in Q1 2023. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Integrated Wealth Concepts held 255,433 shares of Lloyds Banking Group worth $1.49M as of Q2 2026.
  • Integrated Wealth Concepts bought 70,609 Lloyds Banking Group shares in Q2 2026, an estimated $383K.
  • Lloyds Banking Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1107 holding.
  • Integrated Wealth Concepts first reported a position in Lloyds Banking Group in Q1 2023 and has held it in 14 quarters since.
  • Integrated Wealth Concepts's Lloyds Banking Group position peaked at $1.93M in Q1 2023.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.