JAM
LYG icon

JCIC Asset Management’s Lloyds Banking Group LYG Stock Holding History

JCIC Asset 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
Q2 		$2.1M Hold
416,850
– – 0.64% 46
2026
Q1 		$2.1M Buy
+416,850
New +$2.29M 0.64% 46

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

JCIC Asset Management's LYG Position: Q2 2026 in Review

JCIC Asset Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 416,850 shares worth $2.1M. The position accounts for 0.64% of the portfolio, ranked #46.

JCIC Asset Management first reported a position in LYG in Q1 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • JCIC Asset Management held 416,850 shares of Lloyds Banking Group worth $2.1M as of Q2 2026.
  • JCIC Asset Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.64% of JCIC Asset Management's portfolio in Q2 2026, its #46 holding.
  • JCIC Asset Management first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on JCIC Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.