MPWM Advisory Solutions’s Lloyds Banking Group LYG Stock Holding History

MPWM Advisory Solutions’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	$1.81K	Hold	310	–	–	﹤0.01%	501
2026 Q1	$1.56K	Hold	310	–	–	﹤0.01%	514
2025 Q4	$1.64K	Hold	310	–	–	﹤0.01%	479
2025 Q3	$1.41K	Hold	310	–	–	﹤0.01%	462
2025 Q2	$1.32K	Hold	310	–	–	﹤0.01%	472
2025 Q1	$1.18K	Hold	310	–	–	﹤0.01%	514
2024 Q4	$843	Buy	+310	New	+$885	﹤0.01%	567

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

MPWM Advisory Solutions's LYG Position: Q2 2026 in Review

MPWM Advisory Solutions held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 310 shares worth $1.81K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

MPWM Advisory Solutions first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

MPWM Advisory Solutions held 310 shares of Lloyds Banking Group worth $1.81K as of Q2 2026.
MPWM Advisory Solutions left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #501 holding.
MPWM Advisory Solutions first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.