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NewEdge Wealth’s Lloyds Banking Group LYG Stock Holding History

NewEdge 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 		$2.47M Buy
423,223
+14,170
+3% +$76.8K 0.02% 401
2026
Q1 		$2.06M Sell
409,053
-74,983
-15% -$411K 0.02% 415
2025
Q4 		$2.57M Sell
484,036
-29,291
-6% -$142K 0.03% 389
2025
Q3 		$2.42M Buy
513,327
+83,592
+19% +$365K 0.03% 347
2025
Q2 		$1.87M Buy
429,735
+8,713
+2% +$34.6K 0.03% 394
2025
Q1 		$1.61M Sell
421,022
-35,227
-8% -$116K 0.03% 395
2024
Q4 		$1.24M Buy
456,249
+1,639
+0.4% +$4.68K 0.02% 442
2024
Q3 		$1.42M Buy
454,610
+11,809
+3% +$35.4K 0.03% 408
2024
Q2 		$1.21M Sell
442,801
-1,306
-0.3% -$3.5K 0.03% 386
2024
Q1 		$1.15M Buy
444,107
+11,210
+3% +$25.7K 0.03% 405
2023
Q4 		$1.03M Sell
432,897
-79
-0% -$169 0.03% 393
2023
Q3 		$922K Buy
432,976
+6,025
+1% +$13.1K 0.03% 369
2023
Q2 		$939K Sell
426,951
-10,227
-2% -$23.5K 0.03% 363
2023
Q1 		$1.01M Buy
437,178
+18,417
+4% +$44.6K 0.04% 313
2022
Q4 		$921K Sell
418,761
-14,954
-3% -$30.8K 0.04% 300
2022
Q3 		$776K Buy
433,715
+73,463
+20% +$153K 0.04% 295
2022
Q2 		$735K Buy
+360,252
New +$795K 0.03% 327

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

NewEdge Wealth's LYG Position: Q2 2026 in Review

NewEdge Wealth increased its Lloyds Banking Group (LYG) stake by 3.5% in Q2 2026, buying an estimated $76.8K and bringing the position to 423,223 shares worth $2.47M. The position accounts for 0.02% of the portfolio, ranked #401.

NewEdge Wealth first reported a position in LYG in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.57M in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • NewEdge Wealth held 423,223 shares of Lloyds Banking Group worth $2.47M as of Q2 2026.
  • NewEdge Wealth bought 14,170 Lloyds Banking Group shares in Q2 2026, an estimated $76.8K.
  • Lloyds Banking Group made up 0.02% of NewEdge Wealth's portfolio in Q2 2026, its #401 holding.
  • NewEdge Wealth first reported a position in Lloyds Banking Group in Q2 2022 and has held it in 17 quarters since.
  • NewEdge Wealth's Lloyds Banking Group position peaked at $2.57M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.