Kayne Anderson Rudnick Investment Management’s Lloyds Banking Group LYG Stock Holding History

Kayne Anderson Rudnick Investment 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	$5.82K	Hold	1,156	–	–	﹤0.01%	723
2025 Q4	$6.13K	Hold	1,156	–	–	﹤0.01%	737
2025 Q3	$5.25K	Hold	1,156	–	–	﹤0.01%	755
2025 Q2	$4.91K	Hold	1,156	–	–	﹤0.01%	767
2025 Q1	$4.42K	Hold	1,156	–	–	﹤0.01%	739
2024 Q4	$3.14K	Hold	1,156	–	–	﹤0.01%	777
2024 Q3	$3.61K	Sell	1,156 -64	-5%	-$192	﹤0.01%	762
2024 Q2	$3.33K	Buy	1,220 +43	+4%	+$115	﹤0.01%	722
2024 Q1	$3.05K	Hold	1,177	–	–	﹤0.01%	718
2023 Q4	$2.81K	Buy	1,177 +210	+22%	+$450	﹤0.01%	719
2023 Q3	$2.06K	Hold	967	–	–	﹤0.01%	683
2023 Q2	$2.13K	Buy	+967	New	+$2.22K	﹤0.01%	680

Other funds holding LYG

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's LYG Position: Q1 2026 in Review

Kayne Anderson Rudnick Investment Management held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 1,156 shares worth $5.82K. The position accounts for ﹤0.01% of the portfolio, ranked #723.

Kayne Anderson Rudnick Investment Management first reported a position in LYG in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.13K in Q4 2025. 569 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Kayne Anderson Rudnick Investment Management held 1,156 shares of Lloyds Banking Group worth $5.82K as of Q1 2026.
Kayne Anderson Rudnick Investment Management left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q1 2026, its #723 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Lloyds Banking Group in Q2 2023 and has held it in 12 quarters since.
Kayne Anderson Rudnick Investment Management's Lloyds Banking Group position peaked at $6.13K in Q4 2025.
569 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2026, filed 14 May 2026.