M
LYG icon

MOTCO’s Lloyds Banking Group LYG Stock Holding History

MOTCO’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 		$3.02K Hold
537
– – ﹤0.01% 554
2026
Q2 		$3.13K Buy
+537
New +$2.91K ﹤0.01% 507
2023
Q3 		– Sell
-498
Closed -$1.1K – 905
2023
Q2 		$1.1K Buy
+498
New +$1.14K ﹤0.01% 753
2019
Q3 		– Sell
-2,901
Closed -$8K – 649
2019
Q2 		$8K Buy
+2,901
New +$8.97K ﹤0.01% 636
2016
Q4 		– Sell
-750
Closed -$2K – 614
2016
Q3 		$2K Buy
+750
New +$2.23K ﹤0.01% 620

Other funds holding LYG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

MOTCO's LYG Position: Q3 2026 in Review

MOTCO held its Lloyds Banking Group (LYG) position steady in Q3 2026 at 537 shares worth $3.02K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

MOTCO first reported a position in LYG in Q3 2016 and has held it in 5 quarters since. The position peaked at $8K in Q2 2019. 447 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • MOTCO held 537 shares of Lloyds Banking Group worth $3.02K as of Q3 2026.
  • MOTCO left its Lloyds Banking Group share count unchanged in Q3 2026.
  • Lloyds Banking Group made up ﹤0.01% of MOTCO's portfolio in Q3 2026, its #554 holding.
  • MOTCO first reported a position in Lloyds Banking Group in Q3 2016 and has held it in 5 quarters since.
  • MOTCO's Lloyds Banking Group position peaked at $8K in Q2 2019.
  • 447 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on MOTCO's 13F filing for Q3 2026, filed 9 Nov 2026.