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J.W. Cole Advisors’s Lloyds Banking Group LYG Stock Holding History

J.W. Cole Advisors’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
-12,338
Closed -$53.9K – 1189
2025
Q4 		$53.9K Sell
12,338
-552
-4% -$2.67K ﹤0.01% 1413
2025
Q3 		$58.5K Buy
+12,890
New +$56.3K ﹤0.01% 1517

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
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.W. Cole Advisors's LYG Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 12,338 shares — an estimated $53.9K sold.

J.W. Cole Advisors first reported a position in LYG in Q3 2025 and held it in 2 quarters. The position peaked at $58.5K in Q3 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 12,338 Lloyds Banking Group shares in Q1 2026, an estimated $53.9K.
  • J.W. Cole Advisors first reported a position in Lloyds Banking Group in Q3 2025 and held it in 2 quarters.
  • J.W. Cole Advisors's Lloyds Banking Group position peaked at $58.5K in Q3 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.