Logan Capital Management’s Lloyds Banking Group LYG Stock Holding History

Logan Capital 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	$8.01M	Buy	+1,374,230	New	+$7.45M	0.3%	92
2026 Q1	–	Sell	-1,258,776	Closed	-$6.91M	–	419
2025 Q4	$6.67M	Buy	1,258,776 +112,845	+10%	+$546K	0.28%	95
2025 Q3	$5.2M	Sell	1,145,931 -66,052	-5%	-$289K	0.22%	114
2025 Q2	$5.15M	Buy	1,211,983 +119,491	+11%	+$475K	0.24%	108
2025 Q1	$4.17M	Buy	1,092,492 +14,451	+1%	+$47.8K	0.19%	121
2024 Q4	$2.93M	Buy	1,078,041 +18,584	+2%	+$53.1K	0.12%	154
2024 Q3	$3.31M	Buy	1,059,457 +45,249	+4%	+$136K	0.14%	149
2024 Q2	$2.77M	Sell	1,014,208 -36,170	-3%	-$97K	0.12%	158
2024 Q1	$2.72M	Buy	+1,050,378	New	+$2.41M	0.12%	163

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

Logan Capital Management's LYG Position: Q2 2026 in Review

Logan Capital Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 1,374,230 shares worth $8.01M. The stake represents 0.3% of the portfolio and ranks #92 among its holdings. This is a return to the name: Logan Capital Management previously reported a position in LYG as recently as Q4 2025.

Logan Capital Management first reported a position in LYG in Q1 2024 and has held it in 9 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Logan Capital Management held 1,374,230 shares of Lloyds Banking Group worth $8.01M as of Q2 2026.
Lloyds Banking Group was a new Logan Capital Management position in Q2 2026.
Lloyds Banking Group made up 0.3% of Logan Capital Management's portfolio in Q2 2026, its #92 holding.
Logan Capital Management first reported a position in Lloyds Banking Group in Q1 2024 and has held it in 9 quarters since.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Logan Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.