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JFS Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

JFS Wealth 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 		$24.5K Hold
4,209
– – ﹤0.01% 717
2026
Q1 		$21.2K Hold
4,209
– – ﹤0.01% 719
2025
Q4 		$22.3K Hold
4,209
– – ﹤0.01% 724
2025
Q3 		$19.1K Hold
4,209
– – ﹤0.01% 709
2025
Q2 		$17.9K Sell
4,209
-133
-3% -$529 ﹤0.01% 680
2025
Q1 		$16.6K Buy
4,342
+42
+1% +$139 ﹤0.01% 720
2024
Q4 		$11.7K Sell
4,300
-523
-11% -$1.49K ﹤0.01% 807
2024
Q3 		$15K Buy
4,823
+614
+15% +$1.84K ﹤0.01% 717
2024
Q2 		$11.5K Hold
4,209
– – ﹤0.01% 753
2024
Q1 		$10.9K Buy
4,209
+1,202
+40% +$2.76K ﹤0.01% 788
2023
Q4 		$7.19K Buy
3,007
+142
+5% +$304 ﹤0.01% 909
2023
Q3 		$6.1K Sell
2,865
-352
-11% -$763 ﹤0.01% 911
2023
Q2 		$7.08K Sell
3,217
-76
-2% -$174 ﹤0.01% 859
2023
Q1 		$7.64K Buy
3,293
+428
+15% +$1.04K ﹤0.01% 817
2022
Q4 		$6.3K Buy
2,865
+345
+14% +$710 ﹤0.01% 900
2022
Q3 		$5K Sell
2,520
-1,388
-36% -$2.88K ﹤0.01% 986
2022
Q2 		$8K Buy
3,908
+169
+5% +$373 ﹤0.01% 832
2022
Q1 		$9K Buy
+3,739
New +$9.94K ﹤0.01% 832

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

JFS Wealth Advisors's LYG Position: Q2 2026 in Review

JFS Wealth Advisors held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 4,209 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #717.

JFS Wealth Advisors first reported a position in LYG in Q1 2022 and has held it in 18 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • JFS Wealth Advisors held 4,209 shares of Lloyds Banking Group worth $24.5K as of Q2 2026.
  • JFS Wealth Advisors left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #717 holding.
  • JFS Wealth Advisors first reported a position in Lloyds Banking Group in Q1 2022 and has held it in 18 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.