NewEdge Advisors’s Lloyds Banking Group LYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $146K | Sell |
28,997
-547
| -2% | -$3K | ﹤0.01% | 2671 |
|
|
2025
Q4 | $157K | Buy |
29,544
+7,554
| +34% | +$36.6K | ﹤0.01% | 2652 |
|
|
2025
Q3 | $99.8K | Buy |
21,990
+2,822
| +15% | +$12.3K | ﹤0.01% | 2605 |
|
|
2025
Q2 | $81.5K | Buy |
19,168
+2,816
| +17% | +$11.2K | ﹤0.01% | 2490 |
|
|
2025
Q1 | $62.5K | Buy |
16,352
+798
| +5% | +$2.64K | ﹤0.01% | 2472 |
|
|
2024
Q4 | $42.3K | Sell |
15,554
-8,818
| -36% | -$25.2K | ﹤0.01% | 2576 |
|
|
2024
Q3 | $76K | Buy |
24,372
+8,440
| +53% | +$25.3K | ﹤0.01% | 2286 |
|
|
2024
Q2 | $43.5K | Buy |
15,932
+1,981
| +14% | +$5.31K | ﹤0.01% | 2393 |
|
|
2024
Q1 | $36.1K | Buy |
13,951
+11,966
| +603% | +$27.5K | ﹤0.01% | 2421 |
|
|
2023
Q4 | $4.74K | Buy |
+1,985
| New | +$4.25K | ﹤0.01% | 3136 |
|
|
2023
Q2 | – | Sell |
-1,996
| Closed | -$4.63K | – | 3579 |
|
|
2023
Q1 | $4.63K | Sell |
1,996
-9,308
| -82% | -$22.5K | ﹤0.01% | 2802 |
|
|
2022
Q4 | $24.9K | Buy |
11,304
+691
| +7% | +$1.42K | ﹤0.01% | 2045 |
|
|
2022
Q3 | $19K | Hold |
10,613
| – | – | ﹤0.01% | 1510 |
|
|
2022
Q2 | $22K | Hold |
10,613
| – | – | ﹤0.01% | 1542 |
|
|
2022
Q1 | $26K | Hold |
10,613
| – | – | ﹤0.01% | 1133 |
|
|
2021
Q4 | $27K | Sell |
10,613
-825
| -7% | -$2.1K | ﹤0.01% | 1627 |
|
|
2021
Q3 | $28K | Hold |
11,438
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q2 | $29K | Hold |
11,438
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q1 | $27K | Buy |
+11,438
| New | +$23.8K | ﹤0.01% | 1023 |
|
|
2020
Q4 | – | Sell |
-11,438
| Closed | -$15K | – | 1048 |
|
|
2020
Q3 | $15K | Sell |
11,438
-6,974
| -38% | -$9.78K | ﹤0.01% | 912 |
|
|
2020
Q2 | $28K | Sell |
18,412
-46,808
| -72% | -$70.2K | ﹤0.01% | 845 |
|
|
2020
Q1 | $98K | Buy |
65,220
+15,120
| +30% | +$39K | ﹤0.01% | 744 |
|
|
2019
Q4 | $165K | Sell |
50,100
-2,125
| -4% | -$6.43K | 0.01% | 772 |
|
|
2019
Q3 | $138K | Buy |
52,225
+12,746
| +32% | +$33.1K | 0.01% | 773 |
|
|
2019
Q2 | $112K | Buy |
39,479
+11,938
| +43% | +$36.9K | 0.01% | 632 |
|
|
2019
Q1 | $88K | Buy |
+27,541
| New | +$84.2K | 0.01% | 652 |
|
|
2018
Q4 | – | Sell |
-15,581
| Closed | -$47K | – | 677 |
|
|
2018
Q3 | $47K | Sell |
15,581
-17
| -0.1% | -$55 | ﹤0.01% | 648 |
|
|
2018
Q2 | $52 | Buy |
+15,598
| New | +$55.4K | ﹤0.01% | 535 |
|
|
2017
Q3 | – | Sell |
-1,291
| Closed | -$4.53K | – | 797 |
|
|
2017
Q2 | $4.53K | Buy |
+1,291
| New | +$4.59K | ﹤0.01% | 1167 |
|
Other funds holding LYG
MIP
CBU
NewEdge Advisors's LYG Position: Q1 2026 in Review
NewEdge Advisors reduced its Lloyds Banking Group (LYG) stake by 1.9% in Q1 2026, selling an estimated $3K and leaving 28,997 shares worth $146K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.
NewEdge Advisors first reported a position in LYG in Q2 2017 and has held it in 29 quarters since. The position peaked at $165K in Q4 2019. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.
- NewEdge Advisors held 28,997 shares of Lloyds Banking Group worth $146K as of Q1 2026.
- NewEdge Advisors sold 547 Lloyds Banking Group shares in Q1 2026, an estimated $3K.
- Lloyds Banking Group made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2671 holding.
- NewEdge Advisors first reported a position in Lloyds Banking Group in Q2 2017 and has held it in 29 quarters since.
- NewEdge Advisors's Lloyds Banking Group position peaked at $165K in Q4 2019.
- 566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.
Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.