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

Opal 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 		$82.4K Sell
14,139
-413
-3% -$2.24K 0.02% 218
2026
Q1 		$73.2K Buy
+14,552
New +$79.8K 0.02% 330
2025
Q3 		– Sell
-8,283
Closed -$35.2K – 393
2025
Q2 		$35.2K Buy
+8,283
New +$32.9K 0.01% 440
2024
Q3 		– Sell
-583
Closed -$1.59K – 766
2024
Q2 		$1.59K Buy
+583
New +$1.56K ﹤0.01% 1012

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

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

Opal Wealth Advisors reduced its Lloyds Banking Group (LYG) stake by 2.8% in Q2 2026, selling an estimated $2.24K and leaving 14,139 shares worth $82.4K. The position accounts for 0.02% of the portfolio, ranked #218.

Opal Wealth Advisors first reported a position in LYG in Q2 2024 and has held it in 4 quarters since. 612 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Opal Wealth Advisors held 14,139 shares of Lloyds Banking Group worth $82.4K as of Q2 2026.
  • Opal Wealth Advisors sold 413 Lloyds Banking Group shares in Q2 2026, an estimated $2.24K.
  • Lloyds Banking Group made up 0.02% of Opal Wealth Advisors's portfolio in Q2 2026, its #218 holding.
  • Opal Wealth Advisors first reported a position in Lloyds Banking Group in Q2 2024 and has held it in 4 quarters since.
  • 612 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.