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	$889K	Sell	152,533 -32,291	-17%	-$175K	0.01%	1281
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 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

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

Integrated Wealth Concepts reduced its Lloyds Banking Group (LYG) stake by 17% in Q2 2026, selling an estimated $175K and leaving 152,533 shares worth $889K. The position accounts for 0.01% of the portfolio, ranked #1281.

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

Integrated Wealth Concepts held 152,533 shares of Lloyds Banking Group worth $889K as of Q2 2026.
Integrated Wealth Concepts sold 32,291 Lloyds Banking Group shares in Q2 2026, an estimated $175K.
Lloyds Banking Group made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1281 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.
614 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.