Mission Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Mission Wealth 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	$120K	Buy	+20,584	New	+$112K	﹤0.01%	1044
2017 Q2	–	Sell	-11,074	Closed	-$38K	–	197
2017 Q1	$38K	Buy	+11,074	New	+$37.3K	0.01%	194
2016 Q1	–	Sell	-40,883	Closed	-$178K	–	163
2015 Q4	$178K	Buy	40,883 +3,688	+10%	+$16.7K	0.05%	136
2015 Q3	$171K	Buy	37,195 +9,700	+35%	+$48.5K	0.05%	131
2015 Q2	$128K	Buy	+27,495	New	+$143K	0.04%	136

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

Mission Wealth Management's LYG Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 20,584 shares worth $120K. The stake represents ﹤0.01% of the portfolio and ranks #1044 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in LYG as recently as Q1 2017.

Mission Wealth Management first reported a position in LYG in Q2 2015 and has held it in 5 quarters since. The position peaked at $178K in Q4 2015. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Mission Wealth Management held 20,584 shares of Lloyds Banking Group worth $120K as of Q2 2026.
Lloyds Banking Group was a new Mission Wealth Management position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #1044 holding.
Mission Wealth Management first reported a position in Lloyds Banking Group in Q2 2015 and has held it in 5 quarters since.
Mission Wealth Management's Lloyds Banking Group position peaked at $178K in Q4 2015.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.