Jones Financial Companies
LYG icon

Jones Financial Companies’s Lloyds Banking Group LYG Stock Holding History

Jones Financial Companies’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 		$3.54M Buy
622,216
+104,537
+20% +$567K ﹤0.01% 1345
2026
Q1 		$2.5M Buy
517,679
+443,636
+599% +$2.43M ﹤0.01% 1336
2025
Q4 		$392K Buy
74,043
+5,890
+9% +$28.5K ﹤0.01% 1619
2025
Q3 		$305K Sell
68,153
-26,053
-28% -$114K ﹤0.01% 1610
2025
Q2 		$398K Sell
94,206
-72,014
-43% -$286K ﹤0.01% 1368
2025
Q1 		$638K Sell
166,220
-1,596
-1% -$5.28K ﹤0.01% 1030
2024
Q4 		$456K Buy
167,816
+24,478
+17% +$69.9K ﹤0.01% 1029
2024
Q3 		$450K Buy
143,338
+55,679
+64% +$167K ﹤0.01% 856
2024
Q2 		$239K Buy
+87,659
New +$235K ﹤0.01% 774
2024
Q1 		– Sell
-463
Closed -$1.11K – 1416
2023
Q4 		$1.11K Sell
463
-743
-62% -$1.59K ﹤0.01% 957
2023
Q3 		$2.57K Buy
+1,206
New +$2.62K ﹤0.01% 555
2013
Q4 		– Sell
-3,110
Closed -$15K – 413
2013
Q3 		$15K Hold
3,110
– – ﹤0.01% 462
2013
Q2 		$12K Buy
+3,110
New +$10.8K ﹤0.01% 561

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

Jones Financial Companies's LYG Position: Q2 2026 in Review

Jones Financial Companies increased its Lloyds Banking Group (LYG) stake by 20% in Q2 2026, buying an estimated $567K and bringing the position to 622,216 shares worth $3.54M. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Jones Financial Companies first reported a position in LYG in Q2 2013 and has held it in 13 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Jones Financial Companies held 622,216 shares of Lloyds Banking Group worth $3.54M as of Q2 2026.
  • Jones Financial Companies bought 104,537 Lloyds Banking Group shares in Q2 2026, an estimated $567K.
  • Lloyds Banking Group made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1345 holding.
  • Jones Financial Companies first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 13 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.