Larry Mathis Financial Planning’s Lloyds Banking Group LYG Stock Holding History

Larry Mathis Financial Planning’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	$342K	Buy	+58,725	New	+$318K	0.26%	94

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

Larry Mathis Financial Planning's LYG Position: Q2 2026 in Review

Larry Mathis Financial Planning opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 58,725 shares worth $342K. The stake represents 0.26% of the portfolio and ranks #94 among its holdings.

614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Larry Mathis Financial Planning held 58,725 shares of Lloyds Banking Group worth $342K as of Q2 2026.
Lloyds Banking Group was a new Larry Mathis Financial Planning position in Q2 2026.
Lloyds Banking Group made up 0.26% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #94 holding.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.