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Legacy Capital Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Legacy Capital Wealth Partners’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 		– Sell
-10,051
Closed -$50.6K – 398
2026
Q1 		$50.6K Buy
+10,051
New +$55.1K 0.01% 381
2025
Q2 		– Sell
-24,462
Closed -$93.4K – 383
2025
Q1 		$93.4K Buy
24,462
+1,685
+7% +$5.57K 0.02% 348
2024
Q4 		$62K Buy
22,777
+786
+4% +$2.25K 0.02% 336
2024
Q3 		$68.6K Buy
+21,991
New +$66K 0.01% 354

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

Legacy Capital Wealth Partners's LYG Position: Q2 2026 in Review

Legacy Capital Wealth Partners sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 10,051 shares — an estimated $50.6K sold.

Legacy Capital Wealth Partners first reported a position in LYG in Q3 2024 and held it in 4 quarters. The position peaked at $93.4K in Q1 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Legacy Capital Wealth Partners reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 10,051 Lloyds Banking Group shares in Q2 2026, an estimated $50.6K.
  • Legacy Capital Wealth Partners first reported a position in Lloyds Banking Group in Q3 2024 and held it in 4 quarters.
  • Legacy Capital Wealth Partners's Lloyds Banking Group position peaked at $93.4K in Q1 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.