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Octavia Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Octavia Wealth Advisors’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 		$81.5K Sell
13,973
-505
-3% -$2.74K 0.01% 229
2026
Q1 		$72.8K Sell
14,478
-11,178
-44% -$61.3K 0.01% 236
2025
Q4 		$136K Sell
25,656
-486
-2% -$2.35K 0.01% 244
2025
Q3 		$119K Buy
26,142
+1,524
+6% +$6.66K 0.01% 255
2025
Q2 		$105K Sell
24,618
-96
-0.4% -$382 0.01% 229
2025
Q1 		$94.4K Hold
24,714
– – 0.01% 228
2024
Q4 		$67.2K Hold
24,714
– – 0.01% 219
2024
Q3 		$77.1K Hold
24,714
– – 0.01% 221
2024
Q2 		$67.5K Buy
24,714
+1,520
+7% +$4.08K 0.01% 212
2024
Q1 		$60.1K Sell
23,194
-1,520
-6% -$3.49K 0.01% 215
2023
Q4 		$59.1K Hold
24,714
– – 0.01% 220
2023
Q3 		$52.6K Hold
24,714
– – 0.01% 197
2023
Q2 		$54.4K Hold
24,714
– – 0.01% 183
2023
Q1 		$57.3K Hold
24,714
– – 0.01% 185
2022
Q4 		$54.4K Hold
24,714
– – 0.01% 182
2022
Q3 		$44K Buy
+24,714
New +$51.3K 0.01% 173
2022
Q2 		– Sell
-15,544
Closed -$37K – 176
2022
Q1 		$37K Hold
15,544
– – 0.01% 191
2021
Q4 		$40K Buy
15,544
+5,063
+48% +$12.9K 0.01% 190
2021
Q3 		$27K Buy
+10,481
New +$25.7K 0.01% 182

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

Octavia Wealth Advisors's LYG Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Lloyds Banking Group (LYG) stake by 3.5% in Q2 2026, selling an estimated $2.74K and leaving 13,973 shares worth $81.5K. The position accounts for 0.01% of the portfolio, ranked #229.

Octavia Wealth Advisors first reported a position in LYG in Q3 2021 and has held it in 19 quarters since. The position peaked at $136K in Q4 2025. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Octavia Wealth Advisors held 13,973 shares of Lloyds Banking Group worth $81.5K as of Q2 2026.
  • Octavia Wealth Advisors sold 505 Lloyds Banking Group shares in Q2 2026, an estimated $2.74K.
  • Lloyds Banking Group made up 0.01% of Octavia Wealth Advisors's portfolio in Q2 2026, its #229 holding.
  • Octavia Wealth Advisors first reported a position in Lloyds Banking Group in Q3 2021 and has held it in 19 quarters since.
  • Octavia Wealth Advisors's Lloyds Banking Group position peaked at $136K in Q4 2025.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.