Lido Advisors
LYG icon

Lido Advisors’s Lloyds Banking Group LYG Stock Holding History

Lido 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 		$338K Sell
58,020
-8,553
-13% -$46.4K ﹤0.01% 1700
2026
Q1 		$335K Buy
66,573
+2,556
+4% +$14K ﹤0.01% 1507
2025
Q4 		$295K Buy
64,017
+6,170
+11% +$29.9K ﹤0.01% 1577
2025
Q3 		$263K Buy
57,847
+21,067
+57% +$92.1K ﹤0.01% 1556
2025
Q2 		$156K Buy
36,780
+1,737
+5% +$6.91K ﹤0.01% 1549
2025
Q1 		$134K Sell
35,043
-703
-2% -$2.33K ﹤0.01% 1429
2024
Q4 		$97.2K Buy
35,746
+5,970
+20% +$17.1K ﹤0.01% 1445
2024
Q3 		$92.9K Sell
29,776
-2,164
-7% -$6.49K ﹤0.01% 1402
2024
Q2 		$87.2K Buy
31,940
+13,219
+71% +$35.5K ﹤0.01% 1350
2024
Q1 		$48.5K Buy
18,721
+1,358
+8% +$3.12K ﹤0.01% 1350
2023
Q4 		$41.5K Buy
17,363
+4,270
+33% +$9.14K ﹤0.01% 1319
2023
Q3 		$27.9K Buy
13,093
+1,170
+10% +$2.54K ﹤0.01% 1187
2023
Q2 		$26.2K Buy
+11,923
New +$27.3K ﹤0.01% 1199
2020
Q1 		– Sell
-23,974
Closed -$79K – 637
2019
Q4 		$79K Sell
23,974
-35,026
-59% -$106K ﹤0.01% 646
2019
Q3 		$156K Buy
+59,000
New +$153K 0.01% 560

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

Lido Advisors's LYG Position: Q2 2026 in Review

Lido Advisors reduced its Lloyds Banking Group (LYG) stake by 13% in Q2 2026, selling an estimated $46.4K and leaving 58,020 shares worth $338K. The position accounts for ﹤0.01% of the portfolio, ranked #1700.

Lido Advisors first reported a position in LYG in Q3 2019 and has held it in 15 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Lido Advisors held 58,020 shares of Lloyds Banking Group worth $338K as of Q2 2026.
  • Lido Advisors sold 8,553 Lloyds Banking Group shares in Q2 2026, an estimated $46.4K.
  • Lloyds Banking Group made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1700 holding.
  • Lido Advisors first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 15 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.