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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
Q3 		$81.1K Hold
14,405
– – 0.01% 498
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

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM

Moody National Bank Trust Division's LYG Position: Q3 2026 in Review

Moody National Bank Trust Division held its Lloyds Banking Group (LYG) position steady in Q3 2026 at 14,405 shares worth $81.1K. The position accounts for 0.01% of the portfolio, ranked #498.

Moody National Bank Trust Division first reported a position in LYG in Q4 2018 and has held it in 20 quarters since. The position peaked at $84K in Q2 2026. 19 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Moody National Bank Trust Division held 14,405 shares of Lloyds Banking Group worth $81.1K as of Q3 2026.
  • Moody National Bank Trust Division left its Lloyds Banking Group share count unchanged in Q3 2026.
  • Lloyds Banking Group made up 0.01% of Moody National Bank Trust Division's portfolio in Q3 2026, its #498 holding.
  • Moody National Bank Trust Division first reported a position in Lloyds Banking Group in Q4 2018 and has held it in 20 quarters since.
  • Moody National Bank Trust Division's Lloyds Banking Group position peaked at $84K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.