Magnus Financial Group’s Lloyds Banking Group LYG Stock Holding History

Magnus Financial Group’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 Q1	–	Sell	-15,711	Closed	-$83.3K	–	407
2025 Q4	$83.3K	Buy	+15,711	New	+$76.1K	0.01%	410
2020 Q4	–	Sell	-10,000	Closed	-$13K	–	375
2020 Q3	$13K	Sell	10,000 -304	-3%	-$426	﹤0.01%	313
2020 Q2	$15K	Buy	10,304 +139	+1%	+$208	﹤0.01%	680
2020 Q1	$15K	Buy	10,165 +165	+2%	+$425	﹤0.01%	562
2019 Q4	$33K	Hold	10,000	–	–	﹤0.01%	589
2019 Q3	$26K	Buy	+10,000	New	+$25.9K	﹤0.01%	537

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Magnus Financial Group's LYG Position: Q1 2026 in Review

Magnus Financial Group sold out of Lloyds Banking Group (LYG) in Q1 2026, closing a stake of 15,711 shares — an estimated $83.3K sold.

Magnus Financial Group first reported a position in LYG in Q3 2019 and held it in 6 quarters. The position peaked at $83.3K in Q4 2025. 567 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Magnus Financial Group reported no remaining Lloyds Banking Group position as of Q1 2026 after selling out during the quarter.
Magnus Financial Group sold 15,711 Lloyds Banking Group shares in Q1 2026, an estimated $83.3K.
Magnus Financial Group first reported a position in Lloyds Banking Group in Q3 2019 and held it in 6 quarters.
Magnus Financial Group's Lloyds Banking Group position peaked at $83.3K in Q4 2025.
567 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Magnus Financial Group's 13F filing for Q1 2026, filed 10 Apr 2026.