JFA
LYG icon

JNBA Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

JNBA Financial 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 		$4.51K Hold
773
– – ﹤0.01% 626
2026
Q1 		$3.89K Hold
773
– – ﹤0.01% 638
2025
Q4 		$4.1K Buy
+773
New +$3.74K ﹤0.01% 597
2016
Q4 		– Sell
-8,935
Closed -$26K – 967
2016
Q3 		$26K Buy
+8,935
New +$26.6K ﹤0.01% 726

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

JNBA Financial Advisors's LYG Position: Q2 2026 in Review

JNBA Financial Advisors held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 773 shares worth $4.51K. The position accounts for ﹤0.01% of the portfolio, ranked #626.

JNBA Financial Advisors first reported a position in LYG in Q3 2016 and has held it in 4 quarters since. The position peaked at $26K in Q3 2016. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • JNBA Financial Advisors held 773 shares of Lloyds Banking Group worth $4.51K as of Q2 2026.
  • JNBA Financial Advisors left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #626 holding.
  • JNBA Financial Advisors first reported a position in Lloyds Banking Group in Q3 2016 and has held it in 4 quarters since.
  • JNBA Financial Advisors's Lloyds Banking Group position peaked at $26K in Q3 2016.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.