Mutual Advisors’s Lloyds Banking Group LYG Stock Holding History

Mutual 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 Q1	$395K	Buy	78,472 +68,303	+672%	+$375K	0.01%	1005
2025 Q4	$53.9K	Buy	10,169 +68	+0.7%	+$329	﹤0.01%	1285
2025 Q3	$45.9K	Sell	10,101 -2,439	-19%	-$10.7K	﹤0.01%	1273
2025 Q2	$54.2K	Sell	12,540 -376	-3%	-$1.5K	﹤0.01%	1163
2025 Q1	$50.9K	Buy	12,916 +2,758	+27%	+$9.12K	﹤0.01%	1069
2024 Q4	$28.7K	Buy	10,158 +112	+1%	+$320	﹤0.01%	1068
2024 Q3	$32.4K	Sell	10,046 -2,049	-17%	-$6.15K	﹤0.01%	1082
2024 Q2	$37.5K	Sell	12,095 -3,291	-21%	-$8.83K	﹤0.01%	1074
2024 Q1	$39.9K	Buy	+15,386	New	+$35.3K	﹤0.01%	1075
2020 Q2	–	Sell	-23,341	Closed	-$35K	–	667
2020 Q1	$35K	Buy	+23,341	New	+$60.2K	﹤0.01%	551

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mutual Advisors's LYG Position: Q1 2026 in Review

Mutual Advisors increased its Lloyds Banking Group (LYG) stake by 672% in Q1 2026, buying an estimated $375K and bringing the position to 78,472 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #1005.

Mutual Advisors first reported a position in LYG in Q1 2020 and has held it in 10 quarters since. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Mutual Advisors held 78,472 shares of Lloyds Banking Group worth $395K as of Q1 2026.
Mutual Advisors bought 68,303 Lloyds Banking Group shares in Q1 2026, an estimated $375K.
Lloyds Banking Group made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1005 holding.
Mutual Advisors first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 10 quarters since.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.