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Morningstar Investment Management’s Lloyds Banking Group LYG Stock Holding History

Morningstar Investment 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 		$75.7K Hold
15,050
– – ﹤0.01% 317
2026
Q1 		$75.7K Sell
15,050
-6,630
-31% -$36.4K ﹤0.01% 315
2025
Q4 		$115K Hold
21,680
– – 0.01% 327
2025
Q3 		$98K Buy
+21,680
New +$94.8K ﹤0.01% 470

Other funds holding LYG

MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return

Morningstar Investment Management's LYG Position: Q2 2026 in Review

Morningstar Investment Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 15,050 shares worth $75.7K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Morningstar Investment Management first reported a position in LYG in Q3 2025 and has held it in 4 quarters since. The position peaked at $115K in Q4 2025. 265 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Morningstar Investment Management held 15,050 shares of Lloyds Banking Group worth $75.7K as of Q2 2026.
  • Morningstar Investment Management left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Morningstar Investment Management's portfolio in Q2 2026, its #317 holding.
  • Morningstar Investment Management first reported a position in Lloyds Banking Group in Q3 2025 and has held it in 4 quarters since.
  • Morningstar Investment Management's Lloyds Banking Group position peaked at $115K in Q4 2025.
  • 265 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Morningstar Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.