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

Kozak & 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
Q2 		$5.61K Hold
951
– – ﹤0.01% 299
2026
Q1 		$5.26K Hold
951
– – ﹤0.01% 304
2025
Q4 		$5.14K Hold
951
– – ﹤0.01% 303
2025
Q3 		$4.47K Buy
+951
New +$4.16K ﹤0.01% 322

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

Kozak & Associates's LYG Position: Q2 2026 in Review

Kozak & Associates held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 951 shares worth $5.61K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Kozak & Associates first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Kozak & Associates held 951 shares of Lloyds Banking Group worth $5.61K as of Q2 2026.
  • Kozak & Associates left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #299 holding.
  • Kozak & Associates first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.