Papamarkou Wellner Asset Management’s Lloyds Banking Group LYG Stock Holding History

Papamarkou Wellner Asset Management’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 Q1	$524K	Hold	104,100	–	–	0.32%	51
2025 Q4	$552K	Buy	104,100 +2,000	+2%	+$9.68K	0.33%	50
2025 Q3	$464K	Sell	102,100 -750	-0.7%	-$3.28K	0.29%	53
2025 Q2	$871K	Hold	102,850	–	–	0.58%	43
2025 Q1	$393K	Buy	102,850 +41,200	+67%	+$136K	0.27%	58
2024 Q4	$168K	Buy	+61,650	New	+$176K	0.12%	63

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Papamarkou Wellner Asset Management's LYG Position: Q1 2026 in Review

Papamarkou Wellner Asset Management held its Lloyds Banking Group (LYG) position steady in Q1 2026 at 104,100 shares worth $524K. The position accounts for 0.32% of the portfolio, ranked #51.

Papamarkou Wellner Asset Management first reported a position in LYG in Q4 2024 and has held it in 6 quarters since. The position peaked at $871K in Q2 2025. 566 funds tracked by Wall St. Rank hold LYG as of Q1 2026.

Papamarkou Wellner Asset Management held 104,100 shares of Lloyds Banking Group worth $524K as of Q1 2026.
Papamarkou Wellner Asset Management left its Lloyds Banking Group share count unchanged in Q1 2026.
Lloyds Banking Group made up 0.32% of Papamarkou Wellner Asset Management's portfolio in Q1 2026, its #51 holding.
Papamarkou Wellner Asset Management first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 6 quarters since.
Papamarkou Wellner Asset Management's Lloyds Banking Group position peaked at $871K in Q2 2025.
566 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q1 2026, filed 15 May 2026.