Osaic Holdings
LYG icon

Osaic Holdings’s Lloyds Banking Group LYG Stock Holding History

Osaic Holdings’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 		$2.49M Buy
427,616
+44,727
+12% +$243K ﹤0.01% 2124
2026
Q1 		$1.93M Buy
382,889
+270,910
+242% +$1.49M ﹤0.01% 2109
2025
Q4 		$593K Sell
111,979
-80,496
-42% -$390K ﹤0.01% 3184
2025
Q3 		$853K Buy
192,475
+19,766
+11% +$86.4K ﹤0.01% 2940
2025
Q2 		$717K Buy
172,709
+44,047
+34% +$175K ﹤0.01% 2801
2025
Q1 		$491K Sell
128,662
-32,000
-20% -$106K ﹤0.01% 2886
2024
Q4 		$437K Sell
160,662
-33,891
-17% -$96.8K ﹤0.01% 2919
2024
Q3 		$607K Buy
194,553
+14,343
+8% +$43K ﹤0.01% 2681
2024
Q2 		$492K Sell
180,210
-62,973
-26% -$169K ﹤0.01% 2783
2024
Q1 		$630K Sell
243,183
-243,724
-50% -$559K ﹤0.01% 2753
2023
Q4 		$1.16M Sell
486,907
-292,999
-38% -$628K ﹤0.01% 2368
2023
Q3 		$1.66M Buy
779,906
+287,800
+58% +$624K ﹤0.01% 2173
2023
Q2 		$1.08M Buy
492,106
+26,235
+6% +$60.2K ﹤0.01% 2446
2023
Q1 		$1.08M Buy
465,871
+62,278
+15% +$151K ﹤0.01% 2380
2022
Q4 		$886K Buy
403,593
+2,069
+0.5% +$4.26K ﹤0.01% 2482
2022
Q3 		$718K Sell
401,524
-4,459
-1% -$9.26K ﹤0.01% 2538
2022
Q2 		$827K Buy
405,983
+27,522
+7% +$60.7K ﹤0.01% 2467
2022
Q1 		$1.29M Buy
378,461
+116,290
+44% +$309K ﹤0.01% 2337
2021
Q4 		$669K Buy
262,171
+97,773
+59% +$249K ﹤0.01% 2777
2021
Q3 		$401K Sell
164,398
-9,201
-5% -$22.5K ﹤0.01% 3264
2021
Q2 		$443K Buy
173,599
+30,646
+21% +$78.7K ﹤0.01% 3149
2021
Q1 		$332K Buy
142,953
+31,772
+29% +$66K ﹤0.01% 3288
2020
Q4 		$219K Sell
111,181
-12,666
-10% -$21.3K ﹤0.01% 3401
2020
Q3 		$160K Sell
123,847
-40,564
-25% -$56.9K ﹤0.01% 3445
2020
Q2 		$247K Sell
164,411
-112,700
-41% -$169K ﹤0.01% 2938
2020
Q1 		$419K Buy
+277,111
New +$714K ﹤0.01% 2247

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

Osaic Holdings's LYG Position: Q2 2026 in Review

Osaic Holdings increased its Lloyds Banking Group (LYG) stake by 12% in Q2 2026, buying an estimated $243K and bringing the position to 427,616 shares worth $2.49M. The position accounts for ﹤0.01% of the portfolio, ranked #2124.

Osaic Holdings first reported a position in LYG in Q1 2020 and has held it in 26 quarters since. 608 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

  • Osaic Holdings held 427,616 shares of Lloyds Banking Group worth $2.49M as of Q2 2026.
  • Osaic Holdings bought 44,727 Lloyds Banking Group shares in Q2 2026, an estimated $243K.
  • Lloyds Banking Group made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2124 holding.
  • Osaic Holdings first reported a position in Lloyds Banking Group in Q1 2020 and has held it in 26 quarters since.
  • 608 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.