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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MOTCO's LYG Position: Q2 2026 in Review

MOTCO opened a new position in Lloyds Banking Group (LYG) in Q2 2026: 537 shares worth $3.13K. The stake represents ﹤0.01% of the portfolio and ranks #507 among its holdings. This is a return to the name: MOTCO previously reported a position in LYG as recently as Q2 2023.

MOTCO first reported a position in LYG in Q3 2016 and has held it in 4 quarters since. The position peaked at $8K in Q2 2019. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

MOTCO held 537 shares of Lloyds Banking Group worth $3.13K as of Q2 2026.
Lloyds Banking Group was a new MOTCO position in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of MOTCO's portfolio in Q2 2026, its #507 holding.
MOTCO first reported a position in Lloyds Banking Group in Q3 2016 and has held it in 4 quarters since.
MOTCO's Lloyds Banking Group position peaked at $8K in Q2 2019.
613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on MOTCO's 13F filing for Q2 2026, filed 31 Jul 2026.