Paladin Wealth
LYG icon

Paladin Wealth’s Lloyds Banking Group LYG Stock Holding History

Paladin Wealth’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
Q3 		$139K Buy
24,773
+791
+3% +$4.74K 0.08% 156
2026
Q2 		$140K Buy
23,982
+3,370
+16% +$18.3K 0.08% 131
2026
Q1 		$104K Buy
+20,612
New +$113K 0.07% 123

Other funds holding LYG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
CIBC Bancorp USA
CIBC Bancorp USA Chicago, Illinois $79.9B AUM
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Paladin Wealth's LYG Position: Q3 2026 in Review

Paladin Wealth increased its Lloyds Banking Group (LYG) stake by 3.3% in Q3 2026, buying an estimated $4.74K and bringing the position to 24,773 shares worth $139K. The position accounts for 0.08% of the portfolio, ranked #156.

Paladin Wealth first reported a position in LYG in Q1 2026 and has held it in 3 quarters since. The position peaked at $140K in Q2 2026. 522 funds tracked by Wall St. Rank hold LYG as of Q3 2026.

  • Paladin Wealth held 24,773 shares of Lloyds Banking Group worth $139K as of Q3 2026.
  • Paladin Wealth bought 791 Lloyds Banking Group shares in Q3 2026, an estimated $4.74K.
  • Lloyds Banking Group made up 0.08% of Paladin Wealth's portfolio in Q3 2026, its #156 holding.
  • Paladin Wealth first reported a position in Lloyds Banking Group in Q1 2026 and has held it in 3 quarters since.
  • Paladin Wealth's Lloyds Banking Group position peaked at $140K in Q2 2026.
  • 522 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2026.

Based on Paladin Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.