NI
LYG icon

Natural Investments’s Lloyds Banking Group LYG Stock Holding History

Natural Investments’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 		$364K Buy
62,531
+1,020
+2% +$5.53K 0.08% 201
2026
Q1 		$309K Buy
61,511
+397
+0.6% +$2.18K 0.08% 216
2025
Q4 		$323K Buy
61,114
+8,344
+16% +$40.4K 0.08% 212
2025
Q3 		$239K Sell
52,770
-1,152
-2% -$5.04K 0.06% 206
2025
Q2 		$229K Buy
53,922
+8,081
+18% +$32.1K 0.06% 232
2025
Q1 		$175K Sell
45,841
-3,050
-6% -$10.1K 0.05% 236
2024
Q4 		$132K Buy
+48,891
New +$140K 0.04% 240

Other funds holding LYG

Fidelity Investments
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Natural Investments's LYG Position: Q2 2026 in Review

Natural Investments increased its Lloyds Banking Group (LYG) stake by 1.7% in Q2 2026, buying an estimated $5.53K and bringing the position to 62,531 shares worth $364K. The position accounts for 0.08% of the portfolio, ranked #201.

Natural Investments first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Natural Investments held 62,531 shares of Lloyds Banking Group worth $364K as of Q2 2026.
  • Natural Investments bought 1,020 Lloyds Banking Group shares in Q2 2026, an estimated $5.53K.
  • Lloyds Banking Group made up 0.08% of Natural Investments's portfolio in Q2 2026, its #201 holding.
  • Natural Investments first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
  • 614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.