Meriwether Wealth & Planning’s Lloyds Banking Group LYG Stock Holding History

Meriwether Wealth & Planning’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	$153K	Buy	26,246 +2	+0%	+$11	0.08%	120
2026 Q1	$132K	Sell	26,244 -3,370	-11%	-$18.5K	0.07%	125
2025 Q4	$157K	Sell	29,614 -6,714	-18%	-$32.5K	0.09%	122
2025 Q3	$165K	Sell	36,328 -1,604	-4%	-$7.01K	0.1%	124
2025 Q2	$161K	Sell	37,932 -17,347	-31%	-$69K	0.1%	124
2025 Q1	$211K	Buy	55,279 +4,116	+8%	+$13.6K	0.14%	113
2024 Q4	$139K	Buy	+51,163	New	+$146K	0.1%	114

Other funds holding LYG

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Meriwether Wealth & Planning's LYG Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Lloyds Banking Group (LYG) stake by 0.01% in Q2 2026, buying an estimated $11 and bringing the position to 26,246 shares worth $153K. The position accounts for 0.08% of the portfolio, ranked #120.

Meriwether Wealth & Planning first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $211K in Q1 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Meriwether Wealth & Planning held 26,246 shares of Lloyds Banking Group worth $153K as of Q2 2026.
Meriwether Wealth & Planning bought 2 Lloyds Banking Group shares in Q2 2026, an estimated $11.
Lloyds Banking Group made up 0.08% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #120 holding.
Meriwether Wealth & Planning first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
Meriwether Wealth & Planning's Lloyds Banking Group position peaked at $211K in Q1 2025.
608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.