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Mount Yale Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Mount Yale Investment Advisors’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 		$2.19M Buy
376,318
+11,262
+3% +$61.1K 0.04% 391
2026
Q1 		$1.84M Buy
365,056
+285,692
+360% +$1.57M 0.04% 385
2025
Q4 		$421K Buy
79,364
+48,961
+161% +$237K 0.02% 503
2025
Q3 		$138K Sell
30,403
-166,104
-85% -$726K 0.01% 650
2025
Q2 		$835K Buy
196,507
+41,330
+27% +$164K 0.07% 241
2025
Q1 		$593K Sell
155,177
-4,232
-3% -$14K 0.05% 293
2024
Q4 		$434K Sell
159,409
-16,952
-10% -$48.4K 0.04% 366
2024
Q3 		$550K Sell
176,361
-14,162
-7% -$42.5K 0.05% 327
2024
Q2 		$520K Sell
190,523
-1,091
-0.6% -$2.93K 0.04% 339
2024
Q1 		$496K Buy
+191,614
New +$440K 0.04% 348
2018
Q4 		– Sell
-26,189
Closed -$80K – 572
2018
Q3 		$80K Sell
26,189
-51
-0.2% -$164 0.01% 509
2018
Q2 		$87K Buy
26,240
+86
+0.3% +$306 0.02% 507
2018
Q1 		$97K Buy
+26,154
New +$101K 0.02% 465

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mount Yale Investment Advisors's LYG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Lloyds Banking Group (LYG) stake by 3.1% in Q2 2026, buying an estimated $61.1K and bringing the position to 376,318 shares worth $2.19M. The position accounts for 0.04% of the portfolio, ranked #391.

Mount Yale Investment Advisors first reported a position in LYG in Q1 2018 and has held it in 13 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Mount Yale Investment Advisors held 376,318 shares of Lloyds Banking Group worth $2.19M as of Q2 2026.
  • Mount Yale Investment Advisors bought 11,262 Lloyds Banking Group shares in Q2 2026, an estimated $61.1K.
  • Lloyds Banking Group made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #391 holding.
  • Mount Yale Investment Advisors first reported a position in Lloyds Banking Group in Q1 2018 and has held it in 13 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.