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NBC Securities’s Lloyds Banking Group LYG Stock Holding History

NBC Securities’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 		$10.1K Sell
1,738
-50
-3% -$271 ﹤0.01% 1889
2026
Q1 		$8.99K Sell
1,788
-125
-7% -$686 ﹤0.01% 1958
2025
Q4 		$10.1K Sell
1,913
-125
-6% -$605 ﹤0.01% 2017
2025
Q3 		$9.25K Sell
2,038
-1,500
-42% -$6.56K ﹤0.01% 2041
2025
Q2 		$15K Hold
3,538
– – ﹤0.01% 1827
2025
Q1 		$13K Buy
3,538
+3,535
+117,833% +$11.7K ﹤0.01% 1646
2024
Q4 		$9 Sell
3
-3,535
-100% -$10.1K ﹤0.01% 1209
2024
Q3 		$11K Hold
3,538
– – ﹤0.01% 1702
2024
Q2 		$9K Hold
3,538
– – ﹤0.01% 1717
2024
Q1 		$9K Buy
3,538
+1,000
+39% +$2.29K ﹤0.01% 1735
2023
Q4 		$6K Hold
2,538
– – ﹤0.01% 1838
2023
Q3 		$5K Buy
+2,538
New +$5.5K ﹤0.01% 1867

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

NBC Securities's LYG Position: Q2 2026 in Review

NBC Securities reduced its Lloyds Banking Group (LYG) stake by 2.8% in Q2 2026, selling an estimated $271 and leaving 1,738 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1889.

NBC Securities first reported a position in LYG in Q3 2023 and has held it in 12 quarters since. The position peaked at $15K in Q2 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • NBC Securities held 1,738 shares of Lloyds Banking Group worth $10.1K as of Q2 2026.
  • NBC Securities sold 50 Lloyds Banking Group shares in Q2 2026, an estimated $271.
  • Lloyds Banking Group made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1889 holding.
  • NBC Securities first reported a position in Lloyds Banking Group in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's Lloyds Banking Group position peaked at $15K in Q2 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.