Jackson Thornton Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Jackson Thornton Wealth Management’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	$203K	Buy	36,965 +11,817	+47%	+$64.8K	0.02%	276
2025 Q4	$137K	Hold	25,148	–	–	0.01%	298
2025 Q3	$116K	Buy	25,148 +921	+4%	+$4.03K	0.01%	274
2025 Q2	$100K	Buy	24,227 +9,059	+60%	+$36K	0.01%	150
2025 Q1	$57K	Buy	15,168 +2,573	+20%	+$8.51K	0.01%	101
2024 Q4	$34.3K	Buy	+12,595	New	+$36K	﹤0.01%	85

Other funds holding LYG

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jackson Thornton Wealth Management's LYG Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Lloyds Banking Group (LYG) stake by 47% in Q1 2026, buying an estimated $64.8K and bringing the position to 36,965 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #276.

Jackson Thornton Wealth Management first reported a position in LYG in Q4 2024 and has held it in 6 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Jackson Thornton Wealth Management held 36,965 shares of Lloyds Banking Group worth $203K as of Q1 2026.
Jackson Thornton Wealth Management bought 11,817 Lloyds Banking Group shares in Q1 2026, an estimated $64.8K.
Lloyds Banking Group made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #276 holding.
Jackson Thornton Wealth Management first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 6 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.