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Optas LLC’s Lloyds Banking Group LYG Stock Holding History

Optas LLC’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 		$189K Hold
32,412
– – 0.03% 466
2026
Q1 		$163K Sell
32,412
-3,215
-9% -$17.6K 0.02% 463
2025
Q4 		$189K Sell
35,627
-322
-0.9% -$1.56K 0.03% 439
2025
Q3 		$163K Buy
35,949
+505
+1% +$2.21K 0.03% 380
2025
Q2 		$151K Sell
35,444
-213
-0.6% -$847 0.03% 340
2025
Q1 		$136K Sell
35,657
-1,250
-3% -$4.13K 0.02% 293
2024
Q4 		$100K Sell
36,907
-5,448
-13% -$15.6K 0.02% 271
2024
Q3 		$132K Sell
42,355
-3,409
-7% -$10.2K 0.03% 237
2024
Q2 		$125K Sell
45,764
-2,684
-6% -$7.2K 0.03% 201
2024
Q1 		$125K Sell
48,448
-12,026
-20% -$27.6K 0.03% 195
2023
Q4 		$145K Buy
60,474
+13,100
+28% +$28.1K 0.04% 181
2023
Q3 		$101K Buy
47,374
+5,636
+14% +$12.2K 0.03% 176
2023
Q2 		$91.8K Buy
41,738
+4,066
+11% +$9.32K 0.03% 158
2023
Q1 		$87.4K Sell
37,672
-3,862
-9% -$9.35K 0.03% 158
2022
Q4 		$91.4K Sell
41,534
-5,613
-12% -$11.5K 0.04% 139
2022
Q3 		$83K Buy
47,147
+4,583
+11% +$9.52K 0.04% 130
2022
Q2 		$86K Sell
42,564
-414
-1% -$914 0.04% 135
2022
Q1 		$104K Buy
42,978
+7,349
+21% +$19.5K 0.03% 146
2021
Q4 		$91K Buy
35,629
+6,182
+21% +$15.8K 0.03% 147
2021
Q3 		$72K Sell
29,447
-184
-0.6% -$451 0.02% 147
2021
Q2 		$75K Buy
29,631
+928
+3% +$2.38K 0.02% 147
2021
Q1 		$67K Buy
28,703
+1,407
+5% +$2.92K 0.02% 139
2020
Q4 		$54K Sell
27,296
-33,799
-55% -$57K 0.02% 136
2020
Q3 		$79K Buy
61,095
+41,007
+204% +$57.5K 0.02% 160
2020
Q2 		$30K Buy
+20,088
New +$30.1K 0.01% 127
2020
Q1 		– Sell
-11,956
Closed -$40K – 141
2019
Q4 		$40K Buy
+11,956
New +$36.2K 0.02% 145

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
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Optas LLC's LYG Position: Q2 2026 in Review

Optas LLC held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 32,412 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #466.

Optas LLC first reported a position in LYG in Q4 2019 and has held it in 26 quarters since. 157 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Optas LLC held 32,412 shares of Lloyds Banking Group worth $189K as of Q2 2026.
  • Optas LLC left its Lloyds Banking Group share count unchanged in Q2 2026.
  • Lloyds Banking Group made up 0.03% of Optas LLC's portfolio in Q2 2026, its #466 holding.
  • Optas LLC first reported a position in Lloyds Banking Group in Q4 2019 and has held it in 26 quarters since.
  • 157 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.