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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
Q2 		$90K Buy
+15,442
New +$83.7K ﹤0.01% 1554
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

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

J.W. Cole Advisors's LYG Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 15,442 shares worth $90K. The stake represents ﹤0.01% of the portfolio and ranks #1554 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in LYG as recently as Q4 2025.

J.W. Cole Advisors first reported a position in LYG in Q3 2025 and has held it in 3 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • J.W. Cole Advisors held 15,442 shares of Lloyds Banking Group worth $90K as of Q2 2026.
  • Lloyds Banking Group was a new J.W. Cole Advisors position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1554 holding.
  • J.W. Cole Advisors first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 3 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.