MWM
LYG icon

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

Mosley 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 		$764 Buy
+131
New +$710 ﹤0.01% 591

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 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Mosley Wealth Management opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 131 shares worth $764. The stake represents ﹤0.01% of the portfolio and ranks #591 among its holdings.

354 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Mosley Wealth Management held 131 shares of Lloyds Banking Group worth $764 as of Q2 2026.
  • Lloyds Banking Group was a new Mosley Wealth Management position in Q2 2026.
  • Lloyds Banking Group made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #591 holding.
  • 354 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.