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	$342M	Buy	+58,725	New	+$318K	0.28%	92

Other funds holding LYG

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 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 $342M. The stake represents 0.28% of the portfolio and ranks #92 among its holdings.

101 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 $342M as of Q2 2026.
Lloyds Banking Group was a new Larry Mathis Financial Planning position in Q2 2026.
Lloyds Banking Group made up 0.28% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #92 holding.
101 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.