Intergy Private Wealth’s Lloyds Banking Group LYG Stock Holding History

Intergy Private Wealth’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 Q3	$91.8K	Buy	16,297 +132	+0.8%	+$791	0.02%	140
2026 Q2	$94.2K	Buy	16,165 +28	+0.2%	+$152	0.02%	146
2026 Q1	$81.2K	Buy	16,137 +1,449	+10%	+$7.95K	0.02%	122
2025 Q4	$77.8K	Buy	14,688 +544	+4%	+$2.63K	0.02%	115
2025 Q3	$64.2K	Sell	14,144 -70	-0.5%	-$306	0.02%	109
2025 Q2	$60.4K	Sell	14,214 -471	-3%	-$1.87K	0.02%	101
2025 Q1	$56.1K	Buy	14,685 +1,325	+10%	+$4.38K	0.02%	93
2024 Q4	$36.3K	Buy	13,360 +301	+2%	+$860	0.01%	92
2024 Q3	$40.7K	Buy	13,059 +2,443	+23%	+$7.33K	0.02%	88
2024 Q2	$29K	Buy	+10,616	New	+$28.5K	0.01%	80

Other funds holding LYG

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Henry James International Management New York $330M AUM 35.5% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return

Intergy Private Wealth's LYG Position: Q3 2026 in Review

Intergy Private Wealth increased its Lloyds Banking Group (LYG) stake by 0.82% in Q3 2026, buying an estimated $791 and bringing the position to 16,297 shares worth $91.8K. The position accounts for 0.02% of the portfolio, ranked #140.

Intergy Private Wealth first reported a position in LYG in Q2 2024 and has held it in 10 quarters since. The position peaked at $94.2K in Q2 2026. 227 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Intergy Private Wealth held 16,297 shares of Lloyds Banking Group worth $91.8K as of Q3 2026.
Intergy Private Wealth bought 132 Lloyds Banking Group shares in Q3 2026, an estimated $791.
Lloyds Banking Group made up 0.02% of Intergy Private Wealth's portfolio in Q3 2026, its #140 holding.
Intergy Private Wealth first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 10 quarters since.
Intergy Private Wealth's Lloyds Banking Group position peaked at $94.2K in Q2 2026.
227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.