OC
LYG icon

Oppenheimer & Co’s Lloyds Banking Group LYG Stock Holding History

Oppenheimer & Co’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 		$157K Buy
26,997
+2,439
+10% +$13.2K ﹤0.01% 1691
2026
Q1 		$124K Sell
24,558
-781
-3% -$4.29K ﹤0.01% 1627
2025
Q4 		$134K Hold
25,339
– – ﹤0.01% 1475
2025
Q3 		$115K Buy
25,339
+2,680
+12% +$11.7K ﹤0.01% 1602
2025
Q2 		$96.3K Buy
22,659
+4,948
+28% +$19.7K ﹤0.01% 1564
2025
Q1 		$67.7K Buy
+17,711
New +$58.6K ﹤0.01% 1533
2021
Q4 		– Sell
-13,901
Closed -$34K – 1533
2021
Q3 		$34K Buy
+13,901
New +$34.1K ﹤0.01% 1475
2019
Q3 		– Sell
-57,603
Closed -$164K – 1300
2019
Q2 		$164K Buy
+57,603
New +$178K ﹤0.01% 1216
2017
Q3 		– Sell
-24,982
Closed -$89K – 1330
2017
Q2 		$89K Hold
24,982
– – ﹤0.01% 1265
2017
Q1 		$85K Hold
24,982
– – ﹤0.01% 1255
2016
Q4 		$77K Hold
24,982
– – ﹤0.01% 1240
2016
Q3 		$71K Hold
24,982
– – ﹤0.01% 1230
2016
Q2 		$74K Sell
24,982
-58,563
-70% -$229K ﹤0.01% 1179
2016
Q1 		$330K Hold
83,545
– – 0.01% 900
2015
Q4 		$364K Sell
83,545
-417
-0.5% -$1.89K 0.01% 881
2015
Q3 		$386K Buy
83,962
+362
+0.4% +$1.81K 0.01% 903
2015
Q2 		$454K Buy
83,600
+58,100
+228% +$303K 0.01% 927
2015
Q1 		$119K Sell
25,500
-28,695
-53% -$134K ﹤0.01% 1397
2014
Q4 		$252K Sell
54,195
-1,896
-3% -$9.16K 0.01% 1104
2014
Q3 		$283K Sell
56,091
-2,405
-4% -$12.1K 0.01% 1090
2014
Q2 		$301K Sell
58,496
-60,090
-51% -$312K 0.01% 1048
2014
Q1 		$604K Sell
118,586
-754
-0.6% -$4.09K 0.02% 766
2013
Q4 		$634K Buy
119,340
+5,466
+5% +$27.4K 0.02% 727
2013
Q3 		$548K Buy
113,874
+26,437
+30% +$119K 0.02% 734
2013
Q2 		$336K Buy
+87,437
New +$304K 0.01% 876

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

Oppenheimer & Co's LYG Position: Q2 2026 in Review

Oppenheimer & Co increased its Lloyds Banking Group (LYG) stake by 9.9% in Q2 2026, buying an estimated $13.2K and bringing the position to 26,997 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Oppenheimer & Co first reported a position in LYG in Q2 2013 and has held it in 25 quarters since. The position peaked at $634K in Q4 2013. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Oppenheimer & Co held 26,997 shares of Lloyds Banking Group worth $157K as of Q2 2026.
  • Oppenheimer & Co bought 2,439 Lloyds Banking Group shares in Q2 2026, an estimated $13.2K.
  • Lloyds Banking Group made up ﹤0.01% of Oppenheimer & Co's portfolio in Q2 2026, its #1691 holding.
  • Oppenheimer & Co first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 25 quarters since.
  • Oppenheimer & Co's Lloyds Banking Group position peaked at $634K in Q4 2013.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.