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JPL Wealth Management’s Lloyds Banking Group LYG Stock Holding History

JPL Wealth 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
Q1 		$2.38K Buy
+474
New +$2.6K ﹤0.01% 921
2025
Q4 		– Sell
-521
Closed -$2.37K – 691
2025
Q3 		$2.37K Buy
+521
New +$2.28K ﹤0.01% 825

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JPL Wealth Management's LYG Position: Q1 2026 in Review

JPL Wealth Management opened a new position in Lloyds Banking Group (LYG) in Q1 2026: 474 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #921 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in LYG as recently as Q3 2025.

JPL Wealth Management first reported a position in LYG in Q3 2025 and has held it in 2 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • JPL Wealth Management held 474 shares of Lloyds Banking Group worth $2.38K as of Q1 2026.
  • Lloyds Banking Group was a new JPL Wealth Management position in Q1 2026.
  • Lloyds Banking Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #921 holding.
  • JPL Wealth Management first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 2 quarters since.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.