Legacy Financial Group (Oklahoma)’s Lloyds Banking Group LYG Stock Holding History

Legacy Financial Group (Oklahoma)’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	-13,581	Closed	-$68.3K	–	106
2026 Q1	$68.3K	Hold	13,581	–	–	0.02%	89
2025 Q4	$72K	Hold	13,581	–	–	0.02%	94
2025 Q3	$61.7K	Hold	13,581	–	–	0.02%	92
2025 Q2	$57.7K	Hold	13,581	–	–	0.02%	85
2025 Q1	$51.9K	Buy	+13,581	New	+$44.9K	0.02%	82

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

Legacy Financial Group (Oklahoma)'s LYG Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) sold out of Lloyds Banking Group (LYG) in Q2 2026, closing a stake of 13,581 shares — an estimated $68.3K sold.

Legacy Financial Group (Oklahoma) first reported a position in LYG in Q1 2025 and held it in 5 quarters. The position peaked at $72K in Q4 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Legacy Financial Group (Oklahoma) reported no remaining Lloyds Banking Group position as of Q2 2026 after selling out during the quarter.
Legacy Financial Group (Oklahoma) sold 13,581 Lloyds Banking Group shares in Q2 2026, an estimated $68.3K.
Legacy Financial Group (Oklahoma) first reported a position in Lloyds Banking Group in Q1 2025 and held it in 5 quarters.
Legacy Financial Group (Oklahoma)'s Lloyds Banking Group position peaked at $72K in Q4 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.