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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

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

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. 612 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.
  • 612 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.