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Naviter Wealth’s Lloyds Banking Group LYG Stock Holding History

Naviter Wealth’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 		$2.63M Buy
451,862
+84,001
+23% +$456K 0.24% 96
2026
Q1 		$1.85M Buy
367,861
+11,639
+3% +$63.9K 0.23% 103
2025
Q4 		$1.89M Sell
356,222
-34,333
-9% -$166K 0.25% 99
2025
Q3 		$1.77M Buy
390,555
+11,544
+3% +$50.5K 0.21% 124
2025
Q2 		$1.61M Buy
379,011
+18,993
+5% +$75.5K 0.2% 132
2025
Q1 		$1.38M Sell
360,018
-8,988
-2% -$29.7K 0.17% 148
2024
Q4 		$1M Buy
369,006
+3,155
+0.9% +$9.01K 0.12% 172
2024
Q3 		$1.14M Sell
365,851
-13,550
-4% -$40.7K 0.16% 153
2024
Q2 		$1.04M Buy
379,401
+24,543
+7% +$65.8K 0.15% 155
2024
Q1 		$919K Buy
354,858
+78,195
+28% +$179K 0.15% 160
2023
Q4 		$661K Buy
276,663
+29,373
+12% +$62.9K 0.13% 163
2023
Q3 		$527K Buy
247,290
+23,981
+11% +$52K 0.13% 168
2023
Q2 		$491K Buy
223,309
+25,441
+13% +$58.3K 0.12% 179
2023
Q1 		$459K Buy
197,868
+4,273
+2% +$10.3K 0.16% 157
2022
Q4 		$474K Buy
193,595
+18,234
+10% +$37.5K 0.13% 154
2022
Q3 		$314K Buy
175,361
+11,854
+7% +$24.6K 0.13% 158
2022
Q2 		$334K Buy
+163,507
New +$361K 0.14% 155

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

Naviter Wealth's LYG Position: Q2 2026 in Review

Naviter Wealth increased its Lloyds Banking Group (LYG) stake by 23% in Q2 2026, buying an estimated $456K and bringing the position to 451,862 shares worth $2.63M. The position accounts for 0.24% of the portfolio, ranked #96.

Naviter Wealth first reported a position in LYG in Q2 2022 and has held it in 17 quarters since. 613 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Naviter Wealth held 451,862 shares of Lloyds Banking Group worth $2.63M as of Q2 2026.
  • Naviter Wealth bought 84,001 Lloyds Banking Group shares in Q2 2026, an estimated $456K.
  • Lloyds Banking Group made up 0.24% of Naviter Wealth's portfolio in Q2 2026, its #96 holding.
  • Naviter Wealth first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 17 quarters since.
  • 613 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.