JDLA
LYG icon

J. Derek Lewis & Associates’s Lloyds Banking Group LYG Stock Holding History

J. Derek Lewis & Associates’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
Q1 		– Sell
-15,000
Closed -$79.5K – 217
2025
Q4 		$79.5K Buy
+15,000
New +$72.6K 0.02% 193

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

J. Derek Lewis & Associates's LYG Position: Q1 2026 in Review

J. Derek Lewis & Associates sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 15,000 shares — an estimated $79.5K sold.

J. Derek Lewis & Associates first reported a position in LYG in Q4 2025 and held it in 1 quarter. The position peaked at $79.5K in Q4 2025. 568 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • J. Derek Lewis & Associates reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
  • J. Derek Lewis & Associates sold 15,000 Lloyds Banking Group shares in Q1 2026, an estimated $79.5K.
  • J. Derek Lewis & Associates first reported a position in Lloyds Banking Group in Q4 2025 and held it in 1 quarter.
  • J. Derek Lewis & Associates's Lloyds Banking Group position peaked at $79.5K in Q4 2025.
  • 568 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on J. Derek Lewis & Associates's 13F filing for Q1 2026, filed 1 May 2026.