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 Q3	$645K	Buy	114,562 +1,464	+1%	+$8.77K	0.01%	838
2026 Q2	$659K	Buy	113,098 +34,626	+44%	+$188K	0.01%	807
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	$39.8K	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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

CIBC Bancorp USA Chicago, Illinois $79.9B AUM

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mutual Advisors's LYG Position: Q3 2026 in Review

Mutual Advisors increased its Lloyds Banking Group (LYG) stake by 1.3% in Q3 2026, buying an estimated $8.77K and bringing the position to 114,562 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #838.

Mutual Advisors first reported a position in LYG in Q1 2020 and has held it in 12 quarters since. The position peaked at $659K in Q2 2026. 522 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

Mutual Advisors held 114,562 shares of Lloyds Banking Group worth $645K as of Q3 2026.
Mutual Advisors bought 1,464 Lloyds Banking Group shares in Q3 2026, an estimated $8.77K.
Lloyds Banking Group made up 0.01% of Mutual Advisors's portfolio in Q3 2026, its #838 holding.
Mutual Advisors first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 12 quarters since.
Mutual Advisors's Lloyds Banking Group position peaked at $659K in Q2 2026.
522 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Mutual Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.