Laird Norton Wetherby Trust Company’s Lloyds Banking Group LYG Stock Holding History

Laird Norton Wetherby Trust Company’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	$2.08M	Buy	357,019 +9,929	+3%	+$53.8K	0.04%	328
2026 Q1	$1.75M	Buy	347,090 +1,157	+0.3%	+$6.35K	0.04%	344
2025 Q4	$1.83M	Buy	+345,933	New	+$1.67M	0.04%	342
2025 Q1	–	Sell	-17,727	Closed	-$48.2K	–	73
2024 Q4	$48.2K	Hold	17,727	–	–	0.01%	78
2024 Q3	$55.3K	Hold	17,727	–	–	0.01%	82
2024 Q2	$48.4K	Hold	17,727	–	–	0.01%	66
2024 Q1	$45.9K	Hold	17,727	–	–	0.01%	77
2023 Q4	$42.4K	Buy	+17,727	New	+$38K	0.01%	87

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

Laird Norton Wetherby Trust Company's LYG Position: Q2 2026 in Review

Laird Norton Wetherby Trust Company increased its Lloyds Banking Group (LYG) stake by 2.9% in Q2 2026, buying an estimated $53.8K and bringing the position to 357,019 shares worth $2.08M. The position accounts for 0.04% of the portfolio, ranked #328.

Laird Norton Wetherby Trust Company first reported a position in LYG in Q4 2023 and has held it in 8 quarters since. 610 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Laird Norton Wetherby Trust Company held 357,019 shares of Lloyds Banking Group worth $2.08M as of Q2 2026.
Laird Norton Wetherby Trust Company bought 9,929 Lloyds Banking Group shares in Q2 2026, an estimated $53.8K.
Lloyds Banking Group made up 0.04% of Laird Norton Wetherby Trust Company's portfolio in Q2 2026, its #328 holding.
Laird Norton Wetherby Trust Company first reported a position in Lloyds Banking Group in Q4 2023 and has held it in 8 quarters since.
610 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Laird Norton Wetherby Trust Company's 13F filing for Q2 2026, filed 14 Aug 2026.