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

MAI 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 		$257K Buy
44,089
+28,263
+179% +$153K ﹤0.01% 1671
2026
Q1 		$79.6K Buy
15,826
+1,962
+14% +$10.8K ﹤0.01% 1952
2025
Q4 		$73.5K Buy
13,864
+2,284
+20% +$11.1K ﹤0.01% 1802
2025
Q3 		$52.6K Sell
11,580
-16,791
-59% -$73.4K ﹤0.01% 1892
2025
Q2 		$121K Buy
28,371
+16,541
+140% +$65.8K ﹤0.01% 1400
2025
Q1 		$45.2K Buy
11,830
+4,494
+61% +$14.9K ﹤0.01% 1799
2024
Q4 		$20K Buy
+7,336
New +$21K ﹤0.01% 2221
2024
Q3 		– Sell
-220,291
Closed -$601K – 1188
2024
Q2 		$601K Buy
220,291
+159,403
+262% +$428K 0.01% 750
2024
Q1 		$158K Buy
+60,888
New +$140K ﹤0.01% 1139
2022
Q2 		– Sell
-23,365
Closed -$56K – 942
2022
Q1 		$56K Sell
23,365
-694
-3% -$1.85K ﹤0.01% 872
2021
Q4 		$61K Buy
+24,059
New +$61.4K ﹤0.01% 868
2016
Q3 		– Sell
-22,805
Closed -$68K – 454
2016
Q2 		$68K Hold
22,805
– – 0.01% 409
2016
Q1 		$90K Hold
22,805
– – 0.01% 407
2015
Q4 		$99K Buy
22,805
+3,079
+16% +$14K 0.01% 394
2015
Q3 		$91K Hold
19,726
– – 0.01% 415
2015
Q2 		$107K Hold
19,726
– – 0.01% 462
2015
Q1 		$92K Sell
19,726
-864
-4% -$4.03K 0.01% 475
2014
Q4 		$96K Hold
20,590
– – 0.01% 453
2014
Q3 		$104K Hold
20,590
– – 0.01% 385
2014
Q2 		$106K Hold
20,590
– – 0.01% 383
2014
Q1 		$105K Sell
20,590
-6,509
-24% -$35.3K 0.01% 394
2013
Q4 		$144K Sell
27,099
-13,013
-32% -$65.3K 0.02% 370
2013
Q3 		$193K Hold
40,112
– – 0.03% 325
2013
Q2 		$154K Buy
+40,112
New +$139K 0.02% 297

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

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

MAI Capital Management increased its Lloyds Banking Group (LYG) stake by 179% in Q2 2026, buying an estimated $153K and bringing the position to 44,089 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

MAI Capital Management first reported a position in LYG in Q2 2013 and has held it in 24 quarters since. The position peaked at $601K in Q2 2024. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • MAI Capital Management held 44,089 shares of Lloyds Banking Group worth $257K as of Q2 2026.
  • MAI Capital Management bought 28,263 Lloyds Banking Group shares in Q2 2026, an estimated $153K.
  • Lloyds Banking Group made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1671 holding.
  • MAI Capital Management first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 24 quarters since.
  • MAI Capital Management's Lloyds Banking Group position peaked at $601K in Q2 2024.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

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