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 Q2	$607K	Hold	104,100	–	–	0.38%	47
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

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 New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Papamarkou Wellner Asset Management's LYG Position: Q2 2026 in Review

Papamarkou Wellner Asset Management held its Lloyds Banking Group (LYG) position steady in Q2 2026 at 104,100 shares worth $607K. The position accounts for 0.38% of the portfolio, ranked #47.

Papamarkou Wellner Asset Management first reported a position in LYG in Q4 2024 and has held it in 7 quarters since. The position peaked at $871K in Q2 2025. 614 funds tracked by Wall St. Rank hold LYG as of Q2 2026.

Papamarkou Wellner Asset Management held 104,100 shares of Lloyds Banking Group worth $607K as of Q2 2026.
Papamarkou Wellner Asset Management left its Lloyds Banking Group share count unchanged in Q2 2026.
Lloyds Banking Group made up 0.38% of Papamarkou Wellner Asset Management's portfolio in Q2 2026, its #47 holding.
Papamarkou Wellner Asset Management first reported a position in Lloyds Banking Group in Q4 2024 and has held it in 7 quarters since.
Papamarkou Wellner Asset Management's Lloyds Banking Group position peaked at $871K in Q2 2025.
614 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2026.

Based on Papamarkou Wellner Asset Management's 13F filing for Q2 2026, filed 17 Aug 2026.