LI
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LRI Investments’s Lloyds Banking Group LYG Stock Holding History

LRI Investments’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 		$1.42K Buy
+243
New +$1.32K ﹤0.01% 1310

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

LRI Investments's LYG Position: Q2 2026 in Review

LRI Investments opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 243 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #1310 among its holdings.

244 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • LRI Investments held 243 shares of Lloyds Banking Group worth $1.42K as of Q2 2026.
  • Lloyds Banking Group was a new LRI Investments position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1310 holding.
  • 244 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.