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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
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
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Intergy Private Wealth's LYG Position: Q2 2026 in Review

Intergy Private Wealth increased its Lloyds Banking Group (LYG) stake by 0.17% in Q2 2026, buying an estimated $152 and bringing the position to 16,165 shares worth $94.2K. The position accounts for 0.02% of the portfolio, ranked #146.

Intergy Private Wealth first reported a position in LYG in Q2 2024 and has held it in 9 quarters since. 130 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Intergy Private Wealth held 16,165 shares of Lloyds Banking Group worth $94.2K as of Q2 2026.
  • Intergy Private Wealth bought 28 Lloyds Banking Group shares in Q2 2026, an estimated $152.
  • Lloyds Banking Group made up 0.02% of Intergy Private Wealth's portfolio in Q2 2026, its #146 holding.
  • Intergy Private Wealth first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 9 quarters since.
  • 130 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.