James T. Borello
LYG icon

James T. Borello’s Lloyds Banking Group LYG Stock Holding History

James T. Borello’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
Q3 		$40.7K Hold
7,221
– – 0.01% 273
2026
Q2 		$42.1K Sell
7,221
-393
-5% -$2.13K 0.01% 261
2026
Q1 		$38.3K Buy
7,614
+7,492
+6,141% +$41.1K 0.01% 253
2025
Q4 		$647 Buy
+122
New +$591 ﹤0.01% 918

Other funds holding LYG

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Ethic Inc
Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

James T. Borello's LYG Position: Q3 2026 in Review

James T. Borello held its Lloyds Banking Group (LYG) position steady in Q3 2026 at 7,221 shares worth $40.7K. The position accounts for 0.01% of the portfolio, ranked #273.

James T. Borello first reported a position in LYG in Q4 2025 and has held it in 4 quarters since. The position peaked at $42.1K in Q2 2026. 322 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • James T. Borello held 7,221 shares of Lloyds Banking Group worth $40.7K as of Q3 2026.
  • James T. Borello left its Lloyds Banking Group share count unchanged in Q3 2026.
  • Lloyds Banking Group made up 0.01% of James T. Borello's portfolio in Q3 2026, its #273 holding.
  • James T. Borello first reported a position in Lloyds Banking Group in Q4 2025 and has held it in 4 quarters since.
  • James T. Borello's Lloyds Banking Group position peaked at $42.1K in Q2 2026.
  • 322 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.