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Legacy Wealth Asset Management’s Lloyds Banking Group LYG Stock Holding History

Legacy Wealth Asset Management’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 		$1.01M Sell
172,636
-1,381
-0.8% -$7.49K 0.22% 126
2026
Q1 		$875K Sell
174,017
-1,593
-0.9% -$8.74K 0.21% 142
2025
Q4 		$931K Sell
175,610
-5,643
-3% -$27.3K 0.23% 127
2025
Q3 		$823K Sell
181,253
-2,257
-1% -$9.87K 0.2% 143
2025
Q2 		$780K Sell
183,510
-11,512
-6% -$45.8K 0.2% 137
2025
Q1 		$745K Sell
195,022
-5,904
-3% -$19.5K 0.21% 142
2024
Q4 		$547K Sell
200,926
-1,413
-0.7% -$4.04K 0.15% 226
2024
Q3 		$631K Sell
202,339
-1,885
-0.9% -$5.66K 0.17% 195
2024
Q2 		$558K Buy
204,224
+3,695
+2% +$9.91K 0.16% 207
2024
Q1 		$519K Buy
200,529
+6,445
+3% +$14.8K 0.14% 225
2023
Q4 		$464K Buy
194,084
+3,074
+2% +$6.58K 0.15% 235
2023
Q3 		$407K Buy
191,010
+6,399
+3% +$13.9K 0.15% 244
2023
Q2 		$406K Buy
184,611
+1,182
+0.6% +$2.71K 0.14% 250
2023
Q1 		$426K Sell
183,429
-34,539
-16% -$83.6K 0.15% 240
2022
Q4 		$480K Sell
217,968
-634
-0.3% -$1.3K 0.18% 185
2022
Q3 		$391K Buy
+218,602
New +$454K 0.17% 213

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 Wealth Asset Management's LYG Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Lloyds Banking Group (LYG) stake by 0.79% in Q2 2026, selling an estimated $7.49K and leaving 172,636 shares worth $1.01M. The position accounts for 0.22% of the portfolio, ranked #126.

Legacy Wealth Asset Management first reported a position in LYG in Q3 2022 and has held it in 16 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Legacy Wealth Asset Management held 172,636 shares of Lloyds Banking Group worth $1.01M as of Q2 2026.
  • Legacy Wealth Asset Management sold 1,381 Lloyds Banking Group shares in Q2 2026, an estimated $7.49K.
  • Lloyds Banking Group made up 0.22% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #126 holding.
  • Legacy Wealth Asset Management first reported a position in Lloyds Banking Group in Q3 2022 and has held it in 16 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.