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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
Q2 		$2.2K Sell
377
-97
-20% -$526 ﹤0.01% 1043
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

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

JPL Wealth Management's LYG Position: Q2 2026 in Review

JPL Wealth Management reduced its Lloyds Banking Group (LYG) stake by 20% in Q2 2026, selling an estimated $526 and leaving 377 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1043.

JPL Wealth Management first reported a position in LYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.38K in Q1 2026. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • JPL Wealth Management held 377 shares of Lloyds Banking Group worth $2.2K as of Q2 2026.
  • JPL Wealth Management sold 97 Lloyds Banking Group shares in Q2 2026, an estimated $526.
  • Lloyds Banking Group made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1043 holding.
  • JPL Wealth Management first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 3 quarters since.
  • JPL Wealth Management's Lloyds Banking Group position peaked at $2.38K in Q1 2026.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.