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Keel Point’s Lloyds Banking Group LYG Stock Holding History

Keel Point’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 		$162K Buy
27,820
+358
+1% +$1.94K 0.01% 500
2026
Q1 		$138K Sell
27,462
-8,656
-24% -$47.5K 0.01% 455
2025
Q4 		$191K Buy
36,118
+534
+2% +$2.59K 0.01% 519
2025
Q3 		$162K Sell
35,584
-729
-2% -$3.19K 0.01% 510
2025
Q2 		$154K Buy
36,313
+9,284
+34% +$36.9K 0.01% 499
2025
Q1 		$103K Buy
27,029
+5,417
+25% +$17.9K 0.01% 461
2024
Q4 		$58.8K Sell
21,612
-3,293
-13% -$9.4K ﹤0.01% 433
2024
Q3 		$77.7K Sell
24,905
-1,112
-4% -$3.34K 0.01% 438
2024
Q2 		$76K Buy
26,017
+7,100
+38% +$19K 0.01% 434
2024
Q1 		$49K Sell
18,917
-2,395
-11% -$5.5K 0.01% 381
2023
Q4 		$50.9K Sell
21,312
-2,177
-9% -$4.66K 0.01% 346
2023
Q3 		$50K Sell
23,489
-4,294
-15% -$9.31K 0.01% 316
2023
Q2 		$61.1K Buy
27,783
+3,227
+13% +$7.4K 0.01% 313
2023
Q1 		$57K Buy
24,556
+490
+2% +$1.19K 0.01% 303
2022
Q4 		$52.9K Sell
24,066
-432
-2% -$889 0.01% 290
2022
Q3 		$44K Sell
24,498
-11,774
-32% -$24.4K 0.01% 248
2022
Q2 		$81K Buy
36,272
+11,652
+47% +$25.7K 0.01% 252
2022
Q1 		$59K Buy
24,620
+8,869
+56% +$23.6K 0.01% 264
2021
Q4 		$40K Buy
15,751
+201
+1% +$513 ﹤0.01% 272
2021
Q3 		$38K Buy
15,550
+1,965
+14% +$4.81K ﹤0.01% 263
2021
Q2 		$35K Buy
13,585
+425
+3% +$1.09K ﹤0.01% 273
2021
Q1 		$31K Buy
+13,160
New +$27.3K ﹤0.01% 281

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

Keel Point's LYG Position: Q2 2026 in Review

Keel Point increased its Lloyds Banking Group (LYG) stake by 1.3% in Q2 2026, buying an estimated $1.94K and bringing the position to 27,820 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #500.

Keel Point first reported a position in LYG in Q1 2021 and has held it in 22 quarters since. The position peaked at $191K in Q4 2025. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Keel Point held 27,820 shares of Lloyds Banking Group worth $162K as of Q2 2026.
  • Keel Point bought 358 Lloyds Banking Group shares in Q2 2026, an estimated $1.94K.
  • Lloyds Banking Group made up 0.01% of Keel Point's portfolio in Q2 2026, its #500 holding.
  • Keel Point first reported a position in Lloyds Banking Group in Q1 2021 and has held it in 22 quarters since.
  • Keel Point's Lloyds Banking Group position peaked at $191K in Q4 2025.
  • 610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.