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Lifeworks Advisors’s Lloyds Banking Group LYG Stock Holding History

Lifeworks 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 		$153K Buy
26,226
+1,360
+5% +$7.38K 0.02% 337
2026
Q1 		$125K Buy
24,866
+631
+3% +$3.46K 0.02% 297
2025
Q4 		$128K Buy
24,235
+953
+4% +$4.61K 0.02% 326
2025
Q3 		$106K Buy
23,282
+1,628
+8% +$7.12K 0.01% 323
2025
Q2 		$92K Buy
21,654
+690
+3% +$2.74K 0.01% 307
2025
Q1 		$80.1K Sell
20,964
-4,278
-17% -$14.1K 0.01% 303
2024
Q4 		$68.7K Sell
25,242
-1,643
-6% -$4.69K 0.01% 302
2024
Q3 		$83.9K Buy
26,885
+520
+2% +$1.56K 0.02% 292
2024
Q2 		$72K Sell
26,365
-246
-0.9% -$660 0.02% 222
2024
Q1 		$68.9K Buy
+26,611
New +$61.1K 0.02% 226

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

Lifeworks Advisors's LYG Position: Q2 2026 in Review

Lifeworks Advisors increased its Lloyds Banking Group (LYG) stake by 5.5% in Q2 2026, buying an estimated $7.38K and bringing the position to 26,226 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #337.

Lifeworks Advisors first reported a position in LYG in Q1 2024 and has held it in 10 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Lifeworks Advisors held 26,226 shares of Lloyds Banking Group worth $153K as of Q2 2026.
  • Lifeworks Advisors bought 1,360 Lloyds Banking Group shares in Q2 2026, an estimated $7.38K.
  • Lloyds Banking Group made up 0.02% of Lifeworks Advisors's portfolio in Q2 2026, its #337 holding.
  • Lifeworks Advisors first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 10 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.