Investment Research Partners’s Lloyds Banking Group LYG Stock Holding History

Investment Research Partners’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	$75.6K	Buy	+12,961	New	+$70.3K	0.03%	277

Other funds holding LYG

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Investment Research Partners's LYG Position: Q2 2026 in Review

Investment Research Partners opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 12,961 shares worth $75.6K. The stake represents 0.03% of the portfolio and ranks #277 among its holdings.

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

Investment Research Partners held 12,961 shares of Lloyds Banking Group worth $75.6K as of Q2 2026.
Lloyds Banking Group was a new Investment Research Partners position in Q2 2026.
Lloyds Banking Group made up 0.03% of Investment Research Partners's portfolio in Q2 2026, its #277 holding.
447 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.