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Keynote Financial Services’s Lloyds Banking Group LYG Stock Holding History

Keynote Financial 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 		$123K Hold
24,400
– – 0.07% 166
2025
Q4 		$129K Hold
24,400
– – 0.07% 162
2025
Q3 		$111K Hold
24,400
– – 0.07% 159
2025
Q2 		$104K Hold
24,400
– – 0.07% 157
2025
Q1 		$93.2K Hold
24,400
– – 0.07% 154
2024
Q4 		$66.4K Sell
24,400
-200
-0.8% -$571 0.05% 150
2024
Q3 		$76.8K Hold
24,600
– – 0.06% 150
2024
Q2 		$67.2K Hold
24,600
– – 0.06% 143
2024
Q1 		$63.7K Buy
+24,600
New +$56.5K 0.05% 145

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

Keynote Financial Services's LYG Position: Q1 2026 in Review

Keynote Financial Services held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 24,400 shares worth $123K. The position accounts for 0.07% of the portfolio, ranked #166.

Keynote Financial Services first reported a position in LYG in Q1 2024 and has held it in 9 quarters since. The position peaked at $129K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Keynote Financial Services held 24,400 shares of Lloyds Banking Group worth $123K as of Q1 2026.
  • Keynote Financial Services left its Lloyds Banking Group share count unchanged in Q1 2026.
  • Lloyds Banking Group made up 0.07% of Keynote Financial Services's portfolio in Q1 2026, its #166 holding.
  • Keynote Financial Services first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 9 quarters since.
  • Keynote Financial Services's Lloyds Banking Group position peaked at $129K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Keynote Financial Services's 13F filing for Q1 2026, filed 13 May 2026.