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Journey Strategic Wealth’s Lloyds Banking Group LYG Stock Holding History

Journey Strategic Wealth’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
Q1 		$54.6K Buy
+10,846
New +$59.5K ﹤0.01% 813

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $82.3B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Journey Strategic Wealth's LYG Position: Q1 2026 in Review

Journey Strategic Wealth opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 10,846 shares worth $54.6K. The stake represents ﹤0.01% of the portfolio and ranks #813 among its holdings.

569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Journey Strategic Wealth held 10,846 shares of Lloyds Banking Group worth $54.6K as of Q1 2026.
  • Lloyds Banking Group was a new Journey Strategic Wealth position in Q1 2026.
  • Lloyds Banking Group made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #813 holding.
  • 569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.