KAS
LYG icon

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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kestra Advisory Services's LYG Position: Q1 2026 in Review

Kestra Advisory Services reduced its Lloyds Banking Group (LYG) stake by 45% in Q1 2026, selling an estimated $121K and leaving 27,032 shares worth $136K. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

Kestra Advisory Services first reported a position in LYG in Q3 2020 and has held it in 23 quarters since. The position peaked at $260K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Kestra Advisory Services held 27,032 shares of Lloyds Banking Group worth $136K as of Q1 2026.
  • Kestra Advisory Services sold 22,077 Lloyds Banking Group shares in Q1 2026, an estimated $121K.
  • Lloyds Banking Group made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2996 holding.
  • Kestra Advisory Services first reported a position in Lloyds Banking Group in Q3 2020 and has held it in 23 quarters since.
  • Kestra Advisory Services's Lloyds Banking Group position peaked at $260K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.