Millstone Evans Group’s Lloyds Banking Group LYG Stock Holding History

Millstone Evans 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 Q2	$1.21K	Hold	207	–	–	﹤0.01%	807
2026 Q1	$1.04K	Hold	207	–	–	﹤0.01%	801
2025 Q4	$1.1K	Hold	207	–	–	﹤0.01%	801
2025 Q3	$940	Hold	207	–	–	﹤0.01%	794
2025 Q2	$880	Hold	207	–	–	﹤0.01%	721
2025 Q1	$791	Hold	207	–	–	﹤0.01%	750
2024 Q4	$563	Buy	+207	New	+$591	﹤0.01%	709

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

Millstone Evans Group's LYG Position: Q2 2026 in Review

Millstone Evans Group held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 207 shares worth $1.21K. The position accounts for ﹤0.01% of the portfolio, ranked #807.

Millstone Evans Group first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Millstone Evans Group held 207 shares of Lloyds Banking Group worth $1.21K as of Q2 2026.
Millstone Evans Group left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #807 holding.
Millstone Evans Group first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.