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 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	$39.9K	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

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

Mutual Advisors's LYG Position: Q2 2026 in Review

Mutual Advisors increased its Lloyds Banking Group (LYG) stake by 44% in Q2 2026, buying an estimated $188K and bringing the position to 113,098 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #807.

Mutual Advisors first reported a position in LYG in Q1 2020 and has held it in 11 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Mutual Advisors held 113,098 shares of Lloyds Banking Group worth $659K as of Q2 2026.
Mutual Advisors bought 34,626 Lloyds Banking Group shares in Q2 2026, an estimated $188K.
Lloyds Banking Group made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #807 holding.
Mutual Advisors first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 11 quarters since.
612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.