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LVW Advisors’s Lloyds Banking Group LYG Stock Holding History

LVW 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 		$491K Buy
84,234
+48,263
+134% +$262K 0.04% 238
2026
Q1 		$181K Buy
+35,971
New +$197K 0.02% 426
2020
Q2 		– Sell
-28,034
Closed -$42K – 203
2020
Q1 		$42K Buy
28,034
+7,535
+37% +$19.4K 0.01% 161
2019
Q4 		$68K Buy
20,499
+7,048
+52% +$21.3K 0.02% 181
2019
Q3 		$36K Buy
+13,451
New +$34.9K 0.01% 168

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

LVW Advisors's LYG Position: Q2 2026 in Review

LVW Advisors increased its Lloyds Banking Group (LYG) stake by 134% in Q2 2026, buying an estimated $262K and bringing the position to 84,234 shares worth $491K. The position accounts for 0.04% of the portfolio, ranked #238.

LVW Advisors first reported a position in LYG in Q3 2019 and has held it in 5 quarters since. 244 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • LVW Advisors held 84,234 shares of Lloyds Banking Group worth $491K as of Q2 2026.
  • LVW Advisors bought 48,263 Lloyds Banking Group shares in Q2 2026, an estimated $262K.
  • Lloyds Banking Group made up 0.04% of LVW Advisors's portfolio in Q2 2026, its #238 holding.
  • LVW Advisors first reported a position in Lloyds Banking Group in Q3 2019 and has held it in 5 quarters since.
  • 244 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.