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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HJIM
Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 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. 118 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.
  • 118 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.