MV Capital Management’s Lloyds Banking Group LYG Stock Holding History

MV Capital Management’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	$2.88K	Buy	494 +57	+13%	+$309	﹤0.01%	731
2026 Q1	$2.2K	Buy	437 +277	+173%	+$1.52K	﹤0.01%	743
2025 Q4	$848	Buy	+160	New	+$775	﹤0.01%	849
2015 Q1	–	Sell	-1,169	Closed	-$5K	–	483
2014 Q4	$5K	Buy	+1,169	New	+$5.65K	﹤0.01%	375

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

MV Capital Management's LYG Position: Q2 2026 in Review

MV Capital Management increased its Lloyds Banking Group (LYG) stake by 13% in Q2 2026, buying an estimated $309 and bringing the position to 494 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

MV Capital Management first reported a position in LYG in Q4 2014 and has held it in 4 quarters since. The position peaked at $5K in Q4 2014. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

MV Capital Management held 494 shares of Lloyds Banking Group worth $2.88K as of Q2 2026.
MV Capital Management bought 57 Lloyds Banking Group shares in Q2 2026, an estimated $309.
Lloyds Banking Group made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #731 holding.
MV Capital Management first reported a position in Lloyds Banking Group in Q4 2014 and has held it in 4 quarters since.
MV Capital Management's Lloyds Banking Group position peaked at $5K in Q4 2014.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.