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Moody National Bank Trust Division’s Lloyds Banking Group LYG Stock Holding History

Moody National Bank Trust Division’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 		$84K Hold
14,405
– – 0.01% 494
2026
Q1 		$72.5K Hold
14,405
– – 0.01% 498
2025
Q4 		$76.3K Hold
14,405
– – 0.01% 500
2025
Q3 		$65.4K Hold
14,405
– – 0.01% 494
2025
Q2 		$61.2K Buy
14,405
+3,161
+28% +$12.6K 0.01% 493
2025
Q1 		$43K Buy
+11,244
New +$37.2K ﹤0.01% 489
2024
Q3 		– Sell
-19,757
Closed -$53.9K – 478
2024
Q2 		$53.9K Hold
19,757
– – ﹤0.01% 445
2024
Q1 		$51.2K Hold
19,757
– – ﹤0.01% 462
2023
Q4 		$47.2K Buy
19,757
+265
+1% +$568 ﹤0.01% 480
2023
Q3 		$41.5K Hold
19,492
– – ﹤0.01% 604
2023
Q2 		$42.9K Sell
19,492
-7,636
-28% -$17.5K ﹤0.01% 609
2023
Q1 		$62.9K Sell
27,128
-106
-0.4% -$257 0.01% 600
2022
Q4 		$59K Hold
27,234
– – 0.01% 593
2022
Q3 		$49K Sell
27,234
-2,214
-8% -$4.6K 0.01% 577
2022
Q2 		$60K Buy
29,448
+4,365
+17% +$9.63K 0.01% 507
2022
Q1 		$60K Buy
25,083
+7,806
+45% +$20.8K ﹤0.01% 365
2021
Q4 		$44K Buy
+17,277
New +$44.1K ﹤0.01% 375
2019
Q2 		– Sell
-3,280
Closed -$11K – 712
2019
Q1 		$11K Hold
3,280
– – ﹤0.01% 631
2018
Q4 		$8K Buy
+3,280
New +$9.32K ﹤0.01% 629

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AA
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return

Moody National Bank Trust Division's LYG Position: Q2 2026 in Review

Moody National Bank Trust Division held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 14,405 shares worth $84K. The position accounts for 0.01% of the portfolio, ranked #494.

Moody National Bank Trust Division first reported a position in LYG in Q4 2018 and has held it in 19 quarters since. 290 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Moody National Bank Trust Division held 14,405 shares of Lloyds Banking Group worth $84K as of Q2 2026.
  • Moody National Bank Trust Division left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.01% of Moody National Bank Trust Division's portfolio in Q2 2026, its #494 holding.
  • Moody National Bank Trust Division first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 19 quarters since.
  • 290 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.