Marino Stram & Associates’s Lloyds Banking Group LYG Stock Holding History

Marino Stram & Associates’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	$891K	Buy	152,911 +1,071	+0.7%	+$5.81K	0.14%	94
2026 Q1	$764K	Buy	151,840 +5,483	+4%	+$30.1K	0.14%	98
2025 Q4	$776K	Buy	146,357 +6,988	+5%	+$33.8K	0.14%	99
2025 Q3	$633K	Buy	139,369 +9,459	+7%	+$41.3K	0.11%	111
2025 Q2	$552K	Buy	129,910 +105,407	+430%	+$419K	0.11%	110
2025 Q1	$93.6K	Hold	24,503	–	–	0.02%	165
2024 Q4	$66.6K	Hold	24,503	–	–	0.01%	171
2024 Q3	$76.4K	Hold	24,503	–	–	0.02%	168
2024 Q2	$66.9K	Hold	24,503	–	–	0.02%	164
2024 Q1	$63.5K	Hold	24,503	–	–	0.02%	169
2023 Q4	$58.6K	Hold	24,503	–	–	0.02%	167
2023 Q3	$52.2K	Hold	24,503	–	–	0.02%	157
2023 Q2	$53.9K	Hold	24,503	–	–	0.02%	161
2023 Q1	$56.8K	Buy	24,503 +4,678	+24%	+$11.3K	0.02%	154
2022 Q4	$43.6K	Hold	19,825	–	–	0.01%	152
2022 Q3	$35K	Buy	+19,825	New	+$41.2K	0.01%	139
2019 Q1	–	Sell	-301	Closed	-$1K	–	649
2018 Q4	$1K	Hold	301	–	–	﹤0.01%	566
2018 Q3	$1K	Hold	301	–	–	﹤0.01%	444
2018 Q2	$1K	Buy	+301	New	+$1.07K	﹤0.01%	444

Other funds holding LYG

MIP

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Marino Stram & Associates's LYG Position: Q2 2026 in Review

Marino Stram & Associates increased its Lloyds Banking Group (LYG) stake by 0.71% in Q2 2026, buying an estimated $5.81K and bringing the position to 152,911 shares worth $891K. The position accounts for 0.14% of the portfolio, ranked #94.

Marino Stram & Associates first reported a position in LYG in Q2 2018 and has held it in 19 quarters since. 325 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Marino Stram & Associates held 152,911 shares of Lloyds Banking Group worth $891K as of Q2 2026.
Marino Stram & Associates bought 1,071 Lloyds Banking Group shares in Q2 2026, an estimated $5.81K.
Lloyds Banking Group made up 0.14% of Marino Stram & Associates's portfolio in Q2 2026, its #94 holding.
Marino Stram & Associates first reported a position in Lloyds Banking Group in Q2 2018 and has held it in 19 quarters since.
325 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Marino Stram & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.