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Legacy Advisors’s Lloyds Banking Group LYG Stock Holding History

Legacy Advisors’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 		$75.1K Buy
+12,874
New +$69.8K 0.01% 329

Other funds holding LYG

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

Legacy Advisors's LYG Position: Q2 2026 in Review

Legacy Advisors opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 12,874 shares worth $75.1K. The stake represents 0.01% of the portfolio and ranks #329 among its holdings.

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

  • Legacy Advisors held 12,874 shares of Lloyds Banking Group worth $75.1K as of Q2 2026.
  • Lloyds Banking Group was a new Legacy Advisors position in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Legacy Advisors's portfolio in Q2 2026, its #329 holding.
  • 171 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.