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Kestra Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Kestra Advisory Services’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 		$326K Buy
55,947
+28,915
+107% +$157K ﹤0.01% 2680
2026
Q1 		$136K Sell
27,032
-22,077
-45% -$121K ﹤0.01% 2996
2025
Q4 		$260K Sell
49,109
-4,472
-8% -$21.7K ﹤0.01% 2657
2025
Q3 		$243K Sell
53,581
-3,414
-6% -$14.9K ﹤0.01% 2601
2025
Q2 		$242K Buy
56,995
+539
+1% +$2.14K ﹤0.01% 2530
2025
Q1 		$216K Sell
56,456
-23,495
-29% -$77.7K ﹤0.01% 2424
2024
Q4 		$217K Buy
79,951
+9,591
+14% +$27.4K ﹤0.01% 2435
2024
Q3 		$220K Sell
70,360
-29,858
-30% -$89.6K ﹤0.01% 2314
2024
Q2 		$200K Buy
100,218
+27,164
+37% +$72.9K ﹤0.01% 2413
2024
Q1 		$189K Buy
73,054
+33,879
+86% +$77.7K ﹤0.01% 2291
2023
Q4 		$93.6K Sell
39,175
-1,893
-5% -$4.05K ﹤0.01% 2197
2023
Q3 		$87.5K Buy
41,068
+2,158
+6% +$4.68K ﹤0.01% 2029
2023
Q2 		$85.6K Buy
38,910
+750
+2% +$1.72K ﹤0.01% 2011
2023
Q1 		$88.5K Sell
38,160
-23,463
-38% -$56.8K ﹤0.01% 1965
2022
Q4 		$136K Sell
61,623
-3,300
-5% -$6.79K ﹤0.01% 2096
2022
Q3 		$116K Buy
64,923
+5,066
+8% +$10.5K ﹤0.01% 1964
2022
Q2 		$122K Buy
59,857
+29,492
+97% +$65.1K ﹤0.01% 1970
2022
Q1 		$73K Buy
30,365
+12,411
+69% +$33K ﹤0.01% 1945
2021
Q4 		$46K Sell
17,954
-7,506
-29% -$19.1K ﹤0.01% 1977
2021
Q3 		$62K Buy
25,460
+3,867
+18% +$9.47K ﹤0.01% 2078
2021
Q2 		$55K Sell
21,593
-2,741
-11% -$7.04K ﹤0.01% 1974
2021
Q1 		$56K Sell
24,334
-5,161
-17% -$10.7K ﹤0.01% 1825
2020
Q4 		$58K Buy
29,495
+15,892
+117% +$26.8K ﹤0.01% 1810
2020
Q3 		$18K Buy
+13,603
New +$19.1K ﹤0.01% 1403

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

Kestra Advisory Services's LYG Position: Q2 2026 in Review

Kestra Advisory Services increased its Lloyds Banking Group (LYG) stake by 107% in Q2 2026, buying an estimated $157K and bringing the position to 55,947 shares worth $326K. The position accounts for ﹤0.01% of the portfolio, ranked #2680.

Kestra Advisory Services first reported a position in LYG in Q3 2020 and has held it in 24 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Kestra Advisory Services held 55,947 shares of Lloyds Banking Group worth $326K as of Q2 2026.
  • Kestra Advisory Services bought 28,915 Lloyds Banking Group shares in Q2 2026, an estimated $157K.
  • Lloyds Banking Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2680 holding.
  • Kestra Advisory Services first reported a position in Lloyds Banking Group in Q3 2020 and has held it in 24 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.