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Klingman & Associates’s Lloyds Banking Group LYG Stock Holding History

Klingman & Associates’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 		$57K Buy
11,332
+411
+4% +$2.25K ﹤0.01% 332
2025
Q4 		$57.9K Buy
10,921
+872
+9% +$4.22K ﹤0.01% 326
2025
Q3 		$45.6K Buy
+10,049
New +$43.9K ﹤0.01% 319

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

Klingman & Associates's LYG Position: Q1 2026 in Review

Klingman & Associates increased its Lloyds Banking Group (LYG) stake by 3.8% in Q1 2026, buying an estimated $2.25K and bringing the position to 11,332 shares worth $57K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Klingman & Associates first reported a position in LYG in Q3 2025 and has held it in 3 quarters since. The position peaked at $57.9K in Q4 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

  • Klingman & Associates held 11,332 shares of Lloyds Banking Group worth $57K as of Q1 2026.
  • Klingman & Associates bought 411 Lloyds Banking Group shares in Q1 2026, an estimated $2.25K.
  • Lloyds Banking Group made up ﹤0.01% of Klingman & Associates's portfolio in Q1 2026, its #332 holding.
  • Klingman & Associates first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 3 quarters since.
  • Klingman & Associates's Lloyds Banking Group position peaked at $57.9K in Q4 2025.
  • 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.