Koss-Olinger Consulting’s Lloyds Banking Group LYG Stock Holding History

Koss-Olinger Consulting’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	$59.6K	Sell	10,227 -218,556	-96%	-$1.19M	﹤0.01%	170
2026 Q1	$1.15M	Sell	228,783 -2,559	-1%	-$14K	0.1%	79
2025 Q4	$1.23M	Sell	231,342 -72,400	-24%	-$351K	0.1%	79
2025 Q3	$1.29M	Sell	303,742 -305	-0.1%	-$1.33K	0.11%	107
2025 Q2	$1.29M	Sell	304,047 -3,301	-1%	-$13.1K	0.11%	107
2025 Q1	$1.17M	Buy	307,348 +206,742	+205%	+$684K	0.1%	105
2024 Q4	$274K	Buy	100,606 +80,335	+396%	+$229K	0.02%	162
2024 Q3	$63K	Buy	+20,271	New	+$60.8K	0.01%	269
2023 Q3	–	Sell	-68,834	Closed	-$151K	–	293
2023 Q2	$151K	Buy	68,834 +12,918	+23%	+$29.6K	0.02%	266
2023 Q1	$130K	Buy	+55,916	New	+$135K	0.02%	246

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Koss-Olinger Consulting's LYG Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Lloyds Banking Group (LYG) stake by 96% in Q2 2026, selling an estimated $1.19M and leaving 10,227 shares worth $59.6K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

Koss-Olinger Consulting first reported a position in LYG in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.29M in Q2 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Koss-Olinger Consulting held 10,227 shares of Lloyds Banking Group worth $59.6K as of Q2 2026.
Koss-Olinger Consulting sold 218,556 Lloyds Banking Group shares in Q2 2026, an estimated $1.19M.
Lloyds Banking Group made up ﹤0.01% of Koss-Olinger Consulting's portfolio in Q2 2026, its #170 holding.
Koss-Olinger Consulting first reported a position in Lloyds Banking Group in Q1 2023 and has held it in 10 quarters since.
Koss-Olinger Consulting's Lloyds Banking Group position peaked at $1.29M in Q2 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.