LCM
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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 		– Sell
-1,212,342
Closed -$6.1M – 586
2026
Q1 		$6.1M Buy
+1,212,342
New +$6.65M 0.27% 100

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

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. 612 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.
  • 612 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.