KCM
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Kathmere Capital Management’s Lloyds Banking Group LYG Stock Holding History

Kathmere Capital 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 		$1.08M Buy
184,422
+18,837
+11% +$102K 0.06% 229
2026
Q1 		$833K Sell
165,585
-2,319
-1% -$12.7K 0.05% 249
2025
Q4 		$890K Buy
167,904
+9,785
+6% +$47.4K 0.06% 212
2025
Q3 		$718K Sell
158,119
-1,931
-1% -$8.44K 0.05% 230
2025
Q2 		$680K Sell
160,050
-3,781
-2% -$15K 0.05% 223
2025
Q1 		$626K Buy
163,831
+30,275
+23% +$100K 0.05% 204
2024
Q4 		$363K Sell
133,556
-43,886
-25% -$125K 0.03% 282
2024
Q3 		$554K Buy
177,442
+38,817
+28% +$116K 0.05% 188
2024
Q2 		$378K Buy
138,625
+49,556
+56% +$133K 0.04% 216
2024
Q1 		$231K Buy
89,069
+53,927
+153% +$124K 0.03% 283
2023
Q4 		$84K Buy
+35,142
New +$75.3K 0.01% 288

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

Kathmere Capital Management's LYG Position: Q2 2026 in Review

Kathmere Capital Management increased its Lloyds Banking Group (LYG) stake by 11% in Q2 2026, buying an estimated $102K and bringing the position to 184,422 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #229.

Kathmere Capital Management first reported a position in LYG in Q4 2023 and has held it in 11 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Kathmere Capital Management held 184,422 shares of Lloyds Banking Group worth $1.08M as of Q2 2026.
  • Kathmere Capital Management bought 18,837 Lloyds Banking Group shares in Q2 2026, an estimated $102K.
  • Lloyds Banking Group made up 0.06% of Kathmere Capital Management's portfolio in Q2 2026, its #229 holding.
  • Kathmere Capital Management first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 11 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.